Sally Weatherill's Contact Details

Sally Weatherill's Company Details

A&J Wealth Management Ltd

nr Maidenhead, ENG, UK • 20 - 49 Employees
Financial Services

A&J Wealth Management Limited was set up in 1985 and was originally based in Beaconsfield, Buckinghamshire. Over the subsequent 35 years, our firm has grown to 40 employees, working out of 5 locations: Maidenhead (Cookham) in Berkshire, Central London, Rayleigh in Essex, Great Dunmow in Essex and Newmarket, Suffolk. We service over 1,300 clients and oversee funds circa £450 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.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 in making appropriate financial decisions to make the most of your own life, whatever route it takes. Our client list includes a large number of individuals, as well as small and medium sized business owners, pension scheme trustees and corporations, each with their own fascinating range of requirements and goals. Whether you are a small investor or a pension scheme trustee safeguarding the retirement of hundreds, our team can offer the experience, skills and all the support you need to help you make your financial decisions.