A&J Wealth Management - Independent Financial Advice

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 Key Facts document along with a menu of our (maximum) costs.

You can opt for a fee-based or commission-based service and we can advise you on which option represents better value for you.

We treat each client as an individual. Initial appointments are free of charge and without obligation so do not hesitate to contact us.

European problems continue.

Just as we see the US recovery continue to move in a slow but upward positive direction the general malaise over Europe has returned.

France seems ready to elect a president who promises to impose a marginal income tax rate of 75% which most observers agree will reduce the prospect of growth in the French economy. Equally, we may see a very changed attitude from France in relation to the European bailout measures.

Click here to read more about our views on the market for May 2012.

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

tel: 01628 480 200
fax: 01628 477 348

enquiry@ajwealth-management.com

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Our other offices:

Teddington office

1 Bridgeman Road,
Teddington,
Middlesex.
TW11 9AJ

London Office

138-140 Southwark Street,
London.
SE1 0SW