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
7.0 /10
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
Meet our advisers
Gareth Jones
Managing Director
Derek Harris
Chartered Financial Planner
Daniel Humphrey
Independent Financial Adviser
Douglas Sims
Independent Financial Adviser
Phil Mather
Independent Financial Adviser
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
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.22 mi
We aim to make your Pensions and Investment money work harder and make sense of the new Pension Freedoms rules.
 
Independent Financial Adviser 0.49 mi
We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat
 
Independent Financial Adviser 0.88 mi
We offer a cup of freshly ground coffee (and a second opinion) to anyone with investments of £250,000 plus
 
Independent Financial Adviser 0.88 mi
Your money is precious, so let us help you make the most of it.