A&J Wealth Management

At the heart of our success is a strong belief that independent financial advice is all about building long-term relationships and strategies.

We believe every financial problem has a solution and that protecting and creating wealth is within the grasp of everyone.

New clients are mostly referred to us by existing clients -  something we are very proud of. We work on a referral-only basis and do not employ aggressive marketing techniques or mailshots.

We offer a professional and discrete service based on client satisfaction and our 30 year track record.

Whatever your objectives and ambitions, and no matter whether your goals are short-term or long-term, we will begin by mapping out a financial strategy that is designed to get you from where you are now to where you want to be.

Our clients include individuals, trustees and small to medium businesses that are seeking to grow.

Our business is built around our clients -    a combination of strong personal relationships together with expertise and experience.

An ethos of excellence is at the heart of what we do for our clients.

Quite simply, we will help you to:

  • Define your financial objective
  • Develop a strategy to help achieve your objectives
  • Determine your appetite for risk
  • Increase your capital, security or mould your assets to meet your immediate and long-term needs

Whatever your objectives and ambitions - and no matter whether your goals are short-term or long-term - we will begin by mapping out a financial strategy that is designed to get you from where you are now to where you want to be.

From that point onwards, we help manage and develop your financial affairs, by regular reporting and reviewing.

The basis on which we offer you our services is listed in our Keyfacts document confirming our costs and the ongoing services we offer our detailed in our Client Service Proposition.

We treat each client as an individual. Initial appointments are free of charge and without obligation so do not hesitate to contact us. Any work or advice will be agreed with you before our work starts. There will be no hidden surprises. Please read our Treating Customers Fairly policy.

As part of our commitment to Treating Customers Fairly we would appreciate your feedback on our products and services.

Please complete our feedback form.

European Quantitative Easing Offsets Greek Fears Within 7 days we have two major events.  Firstly, the European Central Bank at long last, after an unacceptable delay, surprised the market with an injection of €60 billion which was significantly above what markets had expected.  Secondly, the markets had expected a Greek Syriza majority however it was left to obtain a majority with a right-wing minority party to seek and obtain the 150+ votes required to control the Greek Parliament. In 2009 when the Greek financial crisis erupted the country’s economic plight was capable of rocking global financial markets.  Not this week. Click here to read more about our views on the market for February 2015. Read our overview of the 2014 Budget.  

A & J Wealth Management Ltd
Bigfrith Lane,
Cookham Dean,
Berkshire. SL6 9PH

tel: 01628 480 200
fax: 01628 477 348


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Our other offices:

Teddington office

1 Bridgeman Road,
TW11 9AJ

London Office

138-140 Southwark Street,