A & J Wealth Management Limited

Reference number: 428590

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When afhwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01628 480200 is
  • Who else gives the postcode SL6 3RX
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • AFH Wealth Management Cookham Trading name
  • A & J Financial Services (Maidenhead) Limited Former name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05105933
Company status
Active
Company type
Private limited company
Incorporated
19 April 2004 (22 years old)
Registered office
Afh House Buntsford Drive, Stoke Heath, Bromsgrove, B60 4JE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Gareth Sutton Jones Director Jun 1958 19 Apr 2004 14 other companies
Austin David Broad Director Apr 1963 8 Oct 2025 3 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
17
closed down
14
went insolvent
1

In the full report: all 17 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The one on the FCA register
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 October 2025Full accountsAudited

Profit before tax

£1.59m

Not compared: the previous accounts cover a different length of time

Total equity

£3.75m

+94% from £1.93m

Cash at bank

£601k

−16% from £716k

Owed within a year

£209k

−51% from £423k

The previous accounts cover 8 months, so turnover and profit are not compared with them.

The accounts for the year to 31 October 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £4.27m, for the year to 31 March 2022.

Profit before tax

In the full report: all 7 years of accounts

  • Every year from 2020 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05105933. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

A & J Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (35)

2026

7 July 2026

  • Afh Financial Group Limited took control (75–100% of shares)

Companies House

2024

21 February 2024

  • Gareth Sutton Jones stopped being the majority owner

Companies House

2020

1 March 2020

  • Anne Christine Jones stopped being a part-owner

Companies House

2018

14 February 2018

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2016

6 April 2016

  • Anne Christine Jones became a part-owner (25–50% of shares)
  • Gareth Sutton Jones became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

31 August 2011

  • Changed its registered name from "A & J Financial Services (Maidenhead) Limited"

FCA register

2005

4 October 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

19 April 2004

  • Incorporated at Companies House

Companies House

In the full report: all 35 events

  • All 35 events in its history (11 shown here)
  • Every director appointment and resignation: 20
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Firms connected to A & J Wealth Management

Other FCA-listed firms that share a director, phone number or address with A & J Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like A & J Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In Maidenhead

SFIA Wealth Management LimitedMaidenheadAuthorisedBriarwood Partners LimitedMaidenheadAppointed representativeLighthouse Canton UK PTE LtdMaidenheadAppointed representativeSelinus Partners LtdMaidenheadAppointed representativeThe White Rose Capital Group LimitedMaidenheadAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on A & J Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 17 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 35 events in its history

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Frequently asked questions about this firm

Is A & J Wealth Management Limited FCA authorised?
Yes, A & J Wealth Management Limited (FRN 428590) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2005 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is A & J Wealth Management’s phone number and website?
The FCA register lists the phone number 01628 480200 and the website afhwm.co.uk/cookham for A & J Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is A & J Wealth Management a scam or clone?
A & J Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with A & J Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about A & J Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns A & J Wealth Management?
A & J Wealth Management is owned by Afh Financial Group Limited, which holds 75–100% of shares and 75–100% of votes, since 7 July 2026. Before that, it was controlled by Mr Gareth Sutton Jones and Mrs Anne Christine Jones.
Who runs A & J Wealth Management?
Companies House lists 2 directors of A & J Wealth Management: Gareth Sutton Jones and Austin David Broad.
How long has A & J Wealth Management been in business?
The company was formed on 19 April 2004, and has held its current FCA authorisation since October 2005.
What do A & J Wealth Management’s latest accounts show?
Its latest accounts, to 31 October 2025, show profit before tax of £1.59m (not compared: the previous accounts cover a different length of time) and total equity of £3.75m (+94% from £1.93m).
Does A & J Wealth Management use any other names?
It trades as AFH Wealth Management Cookham. It has previously used the name A & J Financial Services (Maidenhead) Limited.

Sources and links

The full report on A & J Wealth Management Limited

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