To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I have used A&J Wealth Management for the last 30 years and found them very reliable.
Michael Samson, Hemel Hempstead
I am not sure Phil could do any more than he does already. He is attentive and has great customer care skills. My level of confidence in him is such that I recommended Phil to my partner. Phil was amazingly supportive of my partner at a time when he was just about to retire. I cannot recommend him enough. He is attentive, helpful, supportive and genuinely interested in his customers.
Chris, London
I have been associated with Gareth and A&J for over 16 years.
During that time the company have provided investment, pension and financial advice and taxation solutions in an efficient and cost effective manner.
In particular, the firm provides innovative solutions to the above and has recently recommended a very complex and certainly innovative proposition to the lifetime pension allowance.
The company is run in a professional and efficient manner, focusing on customer care and delivering solutions to meet current and long term financial goals.
David, Berkshire
As a result of just a few meetings with Doug Sims, I upgraded my relationship with A&J.
They now advise not only on my Collective Retirement Account but also on the Investment Account jointly held by me and my wife. ISAs for me, my wife and my twin daughters also come under their management... I trust their knowledge, professionalism and transparency.
Dave, Manchester
About us
Backed by a team with over 150 years’ combined experience, A&J Wealth Management aim to ensure your financial plans are compatible with and assist you in meeting your wider, long-term goals. Our success has been built on a combination of our ability to demonstrate the value of professional financial advice and the long term relationships we have built with our clients. We really get to know what they want from us and what we can do for them.
Our services
We recommend specific investment strategies and products related to your situation, which are selected based on your personal circumstances, financial goals and objectives. We will consider a number of factors, including the type of services you require, the cost of investing, the level of risk you are prepared to accept in an investment product and whether you have a capacity for interim loss, depending on the time horizon.
Where to find us
Head office address: Sawfords, Bigfrith Lane, Cookham, Berkshire, SL6 9PH
It’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom to secure the retirement lifestyle they desire… We would love to do the same for you.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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