A&J Wealth Management Ltd

Independent 138-140 Southwark Street, London, SE1 0SW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 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
Gareth Jones
Managing Director
adviser-person
Derek Harris
Chartered Financial Planner
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
Fantastic service from the start. Would not hesitate to recommend to others looking for financial advice.
Richard Short, Kent
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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0