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  11. A&J Wealth Management Ltd

A&J Wealth Management Ltd

Independent Financial Adviser  Sawfords, 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 35 years.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Response rating
7.0/10
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FCA authorised
Last authorised 9th May 2022
Meet our advisers
MR Gareth Jones
Managing Director
Derek Kean
Independent Financial Adviser
Accreditations
Certified Financial Planner
Gary Hamilton
Independent Financial Adviser
Accreditations
Certified Financial Planner
Paul Wedge
Independent Financial Adviser
Accreditations
Certified Financial Planner
Mr Damon Shaw
Financial Adviser

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

Mr Owain Blunkett-Evans
Financial Adviser

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

What our clients say
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 have used A&J Wealth Management for the last 30 years and found them very reliable.
Michael Samson, Hemel Hempstead
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
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, SL6 9PH
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 9th May 2022

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