Client Services

About Us

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.

Our Client Services Team

Harriet Jarvis

Harriet Jarvis

Client Services

Jayne

Jayne Snowsill

Client Services

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Karen Savin

Client Services

Minnie

Minnie Eve

Client Services

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Mandy Lawrence

Client Services

Get In Touch

Leave us a message

A&J Wealth Management Ltd

Sawfords

Bigfrith Lane

Cookham Dean

Berkshire

SL6 9PH

01628 480200

enquiry@ajwealth-management.com

© 2024 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

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