Redwood Business Insurance Services Ltd

Independent Financial Adviser  A&J Wealth Management, Cookham Dean, 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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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
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Stephen Hartley
Financial Advisor

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

Gareth Jones
Financial Adviser

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

Paul Wedge
Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Phil Mather
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Douglas Sims
Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Gary Hamilton
Independent Financial Adviser

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner
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: A&J Wealth Management, Sawfords, Bigfrith Lane,, 6-7 Claydons Lane, Cookham Dean, Berkshire, SL6 9PH
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
Response rating
7.0/10
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FCA authorised
Last authorised 18th January 2021

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