A&J Wealth Management Ltd was established in 1985 with Gareth Jones building it from scratch as a local company in Beaconsfield. Over the subsequent years, our financial advice firm has grown to 40 employees, 2 offices, over 1,400 clients on ongoing management and funds in excess of £450 million.
We are focused on helping clients understand and plan for their future, providing the following services in order to achieve this;
- Retirement & Pension Planning
- Investment Portfolio Management
- Life Assurance
- Personal Tax Planning
- Inheritance Tax Planning
In 2018 we were awarded Discretionary Fund Management permissions allowing us to manage our own model portfolios using our in-house investment committee. Clients can now choose between our advisory or DFM service for the active management of their investment portfolios.
In 2020, we expanded our services further into Investment Management with a new branch of A&J. This focusses on customers who are looking for bespoke investment portfolios tailored to their needs across a broader spectrum of investment opportunities.
The business has since grown considerably since and he hopes to further this over the coming years. We strive to meet all customer needs and desires by providing a holistic financial review and investment management proposition.
Meet Our Teams
Backed by a team with over 150 years’ combined experience, our aim is 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 Investment Committee undertakes significant research into the funds on offer from the various global fund management providers in order to establish a series of core portfolios, each with risk profiles suitable for the various different approaches of our clients. In that process, funds are assessed against a set of minimum criteria, based on performance, experience and asset exposure.
We have an experienced team of Paraplanners and Client Services who manage all the day to day administration and support
Our team of Paraplanners who work in conjunction with our Advisors researching and assisting with the construction of competent financial reports
To ensure we deliver a high standard our Paraplanners are either Diploma 4 qualified in Financial Planning or working towards their Diploma.
Our Client Services team play a vital role within the company, ensuring that you receive exceptional service and support. Our team oversee the timely implementation of all new business. Maintaining the client records is an essential and key part of the service, working closely with the Advisers and Paraplanners to help deliver the right outcome and service for our clients.
The operations team is responsible for maintaining and developing our back office system, troubleshooting any technical errors that arise, investigating and implementing enhancements and improvements to deliver the best employee and Client outcomes.
Working closely with our compliance team, they also ensure any new requirements are enrolled into the business efficiently, effectively and in accordance to any regulatory requirements.
They are responsible for managing and distributing bulk mailings, such as our monthly investment updates (inside track), as well as key reporting into the management team in regard to the funds under management.
Working with platform providers, they ensure any external changes integrate smoothly into the systems we use and monitor to ensure any disruption to service is kept to a minimum.
Our compliance department ensures that our company adheres to external regulations and internal controls.
All of our staff play their part in that by adhering to the principles and policies of the company and taking personal responsibility for what they do. The Compliance Team supports the business by providing appropriate procedures that meet the requirements of the regulators and provide help and guidance to staff in following those rules.
This protects not just the business and clients, but staff member themselves.
The role of the finance department is to manage money for the organisation efficiently to directly contribute to that organisation’s mission and goals. The finance department of A&J Wealth Management Ltd facilitates ethical and practical budgeting, investment, and spending for all other parts of the business. The staff who work in the finance department control the income and expenses of the organisation to ensure that they have enough resources to finish projects and meet their goals. They provide direction to department leaders and managers in other departments about their budgets and financial policies to guide company-wide development.
Our front of house team is not only responsible for taking your important calls and dealing with post, but also for the various facilities used in the office.
Our approach is about making the most of the good times – but also about preparing for the inevitable downturns. It’s about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes. Whether you are a small investor or a pension scheme trustee safeguarding the retirement of hundreds, our team can offer all the experience, skills and support you need to help you make your financial decisions.
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A&J Wealth Management Ltd
© 2023 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH