A&J Wealth Management Ltd

Independent Financial Adviser Sawfords, Bigfrith Lane, Cookham, Berkshire, Maidenhead, SL6 9PH
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Phil Mather
Independent Financial Adviser
Douglas Sims
Independent Financial Adviser
Derek Harris
Chartered Financial Planner
Chartered Financial Planner
Gareth Jones
Managing Director
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
Where to find us

Sawfords, Bigfrith Lane, Cookham, Berkshire, Maidenhead, SL6 9PH

Make an enquiry
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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