A&J Wealth Management Ltd

Independent Financial Adviser 138-140 Southwark Street, London, SE1 0SW
First meeting at adviser's own cost
Response rating
10/10
FCA verified
20th May 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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Phil Mather
Independent Financial Adviser
Douglas Sims
Daniel Humphrey
Independent Financial Adviser
adviser-person
Derek Harris
Chartered Financial Planner
Gareth Jones
Managing Director
What our clients say
Fantastic service from the start. Would not hesitate to recommend to others looking for financial advice.
Richard Short, Kent
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

138-140 Southwark Street, London, SE1 0SW

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

Our success has been built on a combination of our ability to demonstrate the value of our advice and the relationships we have built with our clients. We really get to know what they want from us and what we can do for them.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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