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
Alison Atkinson
Paraplanner
Eliot Frisby
Trainee Paraplanner
Gergana Lafazanska
Paraplanner
Manjeet Kaur
Trainee Paraplanner
Tom Lewis
Trainee Paraplanner
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
Phone:
01628 480 200
Email:
enquiry@ajwealth-management.com
Address:
Sawfords,
Bigfrith Lane,
Cookham Dean,
Berkshire,
SL6 9PH
© 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