Tony Barker is based in Kent and provides high quality bespoke financial advice to both individuals and businesses.
Tony has vast experience in the financial advice and wealth management industry with a career spanning back to 1992. He has established himself as a highly respected Financial Adviser with both clients and previous employers. In doing so Tony was invited to join AJG Wealth Management Limited as a Financial Adviser where he continues to offer financial advice to the highest standard. He is passionate about developing lifelong client relationships and delivering a personalised service to meet our client’s financial objectives.
Tony is committed to ensuring his wealth of knowledge continues to be relevant and up to date by placing a strong emphasis on his personal development.
Joe Reid has been in the financial services industry since 1992 and has been with St. James's Place for the last 11 of those years. Joe is based in Kent and joined AJG Wealth Management in September 2019 for the administrative support they are able to provide so that he could spend more time supporting and advising his clients.
Joe prides himself on building long-term relationships with his clients and providing them with a source of trusted advice as their financial needs evolve over the years. He provides reliable and professional advice in all areas of financial planning, such as retirement planning and pensions, personal protection and life insurance, investing for growth or income and inheritance tax (including trusts). He can help you understand your options and make the most of your money.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Tristan has worked with AJG Wealth Management since 2016 and brings a wealth of knowledge and experience from his 30 years in business processing and administration for major Global Technology Organisations.
Tristan manages the client service proposition, back-office operation and delivery of best Practice business processing.
AJG Wealth Management is committed to deliver a bespoke and high quality service to all its clients and Tristan is dedicated to delivering the highest quality client service experience.
Tristan also provides occasional paraplanning consultancy services to other members of the Partnership.
Evan’s role within AJG Wealth Management compromises of administration support within the Practice, as well as back-office operations. Evan joined AJG Wealth Management in 2018 after graduating from Coventry University with 1st Class Honours in Financial Economics, giving him a firm background in portfolio management and investment analysis. He is eager to draw upon his passion and knowledge of the financial sector to delivering professional service and enhancing our client’s experience.
Evan seeks to continuously develop and mature within his role at AJG Wealth Management to fulfil his aspiration of becoming a financial adviser in the future.
Lauren’s role within AJG Wealth Management is to provide daily administration support to all financial advisors within the practice as well as back office operations.
Before joining AJG Wealth Management in 2020, Lauren worked at one of St James’s Place administration offices carrying out administration duties for multiple Partner Practices ensuring a high-quality service for all St James’s Place clients. During this time, Lauren gained essential knowledge on the products and services of St. James's Place.
Indeed, Lauren continues to expand her knowledge with AJG Wealth Management allowing her to progress to paraplanner support for AJG Wealth Management financial advisors in the future.