Redwood Business Insurance Services Ltd

Independent Financial Adviser  A&J Wealth Management, Cookham Dean, Berkshire, SL6 9PH
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FCA authorised
Last authorised 14th June 2021
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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Pension drawdown
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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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Group ISA
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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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Group private medical insurance
Meet our advisers
MR Stephen Hartley
Financial Advisor
MR Gareth Jones
Financial Adviser
MR Paul Wedge
Financial Advisor
Gary Hamilton
Independent Financial Adviser
Mr Damon Shaw
Financial Adviser
Mr Owain Blunkett-Evans
Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

A&J Wealth Management, Sawfords, Bigfrith Lane,, 6-7 Claydons Lane, Cookham Dean, Berkshire, SL6 9PH

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