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
We are Independent Financial Planners providing bespoke advice for Individuals, Businesses and Trustees. Your success is our success. Charles and Georgia are a father and daughter team who between them offer many years of experience.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals.
We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.
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