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.

Markets react to geopolitical events worldwide

At the beginning of July equity markets had reached a record level and we discussed the concerns in relation to geopolitical events that markets seem to be ignoring. Over the last month markets have reacted negatively to the ongoing Ukrainian and Gaza conflicts and Iraq is a growing concern relative to Isis. Equally, concerns exist in relation to the US economy and the likelihood of increased interest rates in the US and UK. Let us not forget that Argentina have defaulted for the second time in 13 years, hence we have seen equities fall.

Click here to read more about our views on the market for August 2014.

Read our overview of the 2014 Budget.

 

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