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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. |
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Quite simply, we will help you to:
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 Key Facts document along with a menu of our (maximum) costs. |
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Look and prepare yourself for another politically charged 12 months. We start the New Year with better economic figures around the world and although these figures are only marginally better it is a positive rather than a negative start. During 2011 we had earthquakes, nuclear fallout, revolutions, sovereign downgrades, inflation and economic stagnation. A recurrent theme last year was the political nature of the ongoing economic crisis around the world. In 2008 governments rescued and temporarily provided a short-term solution and during 2011 we saw who might stand behind these governments as the lender of last resort. Click here to read more about our views on the market for January 2012. |
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A & J Wealth Management Ltd tel: 01628 480 200 |
Our other offices: Teddington office 1 Bridgeman Road, London Office 138-140 Southwark Street, |