A&J Wealth Management Ltd

Independent Financial Adviser  Sawfords, Cookham, Berkshire, SL6 9PH
First meeting at adviser's own cost
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Gareth Jones
Managing Director
Phil Mather
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Douglas Sims
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Gary Hamilton
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner
Paul Wedge
Independent Financial Adviser
Derek Kean
Independent Financial Adviser
What our clients say
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
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
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 used A&J Wealth Management for the last 30 years and found them very reliable.
Michael Samson, Hemel Hempstead
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, Maidenhead, SL6 9PH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 1.23 mi
Bedford Wealth Management has been built on helping ordinary people make the best of their current financial circumstances.
 
Independent Financial Adviser 1.34 mi
As Chartered Financial Planners our purpose is to help you achieve the best life possible with the money you have.
 
Restricted - whole of market 1.34 mi
Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.
 
Independent Financial Adviser 1.49 mi
Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.