Wealth Management

Wealth Management

Redwood are wholly owned by A&J Wealth Management Ltd. Established by Gareth Jones in 1985, A&J are now based in Cookham Dean, with additional offices in London and Essex. Our financial services firm has grown to over 30 employees, in excess of 10,000 clients and £300 million of funds under management. Our qualified advisers have over 150 years of experience in the industry between them and a technical team that provide proficient support.

We have an in house Investment Committee responsible for investigating and identifying suitable funds for inclusion in our range of bespoke, risk weighted portfolios. They meet with investment houses on a regular basis to interrogate the management teams in order to make informed decisions on where to invest our clients’ capital. We consistently evaluate the constituent parts of our model portfolios to achieve diversity, stability and growth, across a broad spectrum of geographies and asset classes.

We work in partnership with our clients helping to educate and provide assistance whilst guiding them on all aspects of their financial planning in order to meet their goals.

One Pound coins and twenty pound notes - Redwood Business Insurance Services.
A paper cut-out of a family under an umbrella - Redwood Business Insurance Services.

Trusted Advice

At A&J we offer independent, unbiased investment advice. We consider a wide range of financial strategies, products and providers and we constantly review the market to ensure that the services we offer are best placed for our clients. Our independence from the large insurance companies and investment houses gives us the freedom not to be constrained to one offering, but open to the whole market.We recommend specific investment strategies and products related to your situation, based on your personal circumstances, financial goals and objectives. We will consider a number of factors, including the type of services you desire, the cost of investing, the level of risk you are prepared to accept in an investment product and whether you have a capacity for loss in the interim.

With the developing legislation around financial practices, the need for clear, structured and practical professional advice has never been greater. Our team is always available for adhoc advice as and when you need it, whether in person, video conference or by phone if you’re on the move.

Whatever financial decisions you have to make, the first step towards making the right choice is to establish a clear understanding of your needs. 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 are focused on helping you understand your needs and plan for your future.

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