Bank / Wealth / Trust

Updated:

A&J Wealth Management

We are delighted to welcome you to AFH Wealth Management Cookham.

A&J Wealth Management

We are delighted to welcome you to AFH Wealth Management Cookham. The great experience you remember will remain the same, but now you'll be given the opportunity to benefit from the full range of services AFH Wealth Management has to offer.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

Maidenhead

Corporate office

The Carriage Barn, Bartletts Court, Littlewick Green, Maidenhead, SL6 3RX, United Kingdom

Principals

Gareth Jones

Founder

Frequently asked questions

Is A&J Wealth Management still an independent firm?

No. It was acquired by AFH Wealth Management in 2024 and now operates as AFH Wealth Management Cookham. The founder, Gareth Jones, originally built the practice from 1985, but the entity is no longer independent.

Does A&J Wealth Management invest directly into private companies?

There is no public evidence of direct investing. The firm provides chartered financial planning to individuals and pension trustees, with its investment solutions now delivered through AFH Wealth Management’s centralised services.

How does A&J Wealth Management source investment opportunities?

The firm does not disclose a proprietary sourcing model. Post-acquisition, investment selection and product access are likely routed through AFH Wealth Management’s centralised platform rather than through a distinct deal-sourcing engine at the Cookham office.

What is A&J Wealth Management’s AUM, and how is it deployed?

AUM is not publicly disclosed. An external research estimate suggests approximately $554m (Altss estimate), but the firm itself has not confirmed that figure. Deployment details are not publicly broken out.

Who runs investment decisions at A&J Wealth Management now?

The firm does not identify a dedicated CIO or investment committee after the 2024 acquisition. Alan Hudson, as the long-standing head of AFH Wealth Management, is the most senior named figure associated with the parent group, but day-to-day investment governance for the Cookham office is not publicly detailed.

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