A&J Wealth Management Ltd was set up in 1985 and was originally based in Beaconsfield, Bucks. Over the years, our firm has grown to 30 employees, over 1400 Clients and funds of circa £415 million. Backed by a team with over 150 years’ combined experience, our aim is to ensure your financial plans assist you in meeting your wider, long-term goals. Our success has been built on developing long term
relationships with our clients by demonstrating the value of professional financial advice. We appreciate that your needs will vary and therefore tailor our financial planning to suit your individual circumstances. People seek financial advice for many different reasons so it’s important that we understand exactly who you are and what you want to achieve. We know there is more to life than money. We know life is unpredictable. We also know that your investments can go down as well as up. Our approach is about making the most of the good times – but also being prepared for potential downturns in fortune. It’s about supporting you and providing you with the relevant information to help you make an informed decision to make the most of your own life, whatever route it takes. Our client list includes individuals, as well as business owners, pension scheme trustees and corporations, each with their own fascinating range of requirements and goals. Whatever your situation is, our team offers independent, unbiased investment, taxation and retirement advice as well as experience, skills and all the support you need to help you make your financial decisions. We recommend specific investment strategies and products related to your situation, which are selected based on your personal circumstances, financial goals and objectives. We will consider a number of factors, including the type of services you require, the cost of investing, the level of risk you are prepared to accept in an investment product and whether you have a capacity for interim loss, depending on the time horizon.
