Paraplanners

About Us

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 Paraplanner Team

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Alison Atkinson

Paraplanner

Eliot

Eliot Frisby

Trainee Paraplanner

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Gergana Lafazanska

Paraplanner

Manjeet Kaur

Manjeet Kaur

Trainee Paraplanner

Tom

Tom Lewis

Trainee Paraplanner

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Sally Weatherill

Paraplanner

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

© 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

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