Ajax Wealth Management Ltd provides expert independent wealth management advice to Private Individuals, Trustees and Clients referred by Solicitors and Accountants.
Ajax believe that in a hectic world, where time is always at a premium, it is now more important than ever to have a trusted source of advice upon which you can rely.
To Ajax, success is not measured in crude terms such as assets under management or company turnover, but more the regard in which we are held by our clients. That is why we invest real time and energy engaging with them, so that when we are assisting in the decision making process, we can truly empathise with their circumstances and objectives in order to help them arrive at the most suitable outcome.
The most rewarding part of our work is seeing the way in which client relationships develop over time, and knowing that our input has helped to achieve a strong financial position from which they have the luxury of choice. On every occasion, we aspire to forge strong and meaningful long-term relationships.
Andrew Ayers DipPFS IMC joined the Wealth Management industry in 1995, spending the majority of his career working in the City, before establishing Ajax in March 2012.
As a Director of Ajax Wealth Management Ltd, Andy works closely with a number of clients of long standing, advising them on all aspects of their investment, pension and estate planning requirements. He enjoys the challenge of seeking bespoke solutions on a client by client basis, after taking account of their own unique personal circumstances, in order to maximise their returns and help preserve their assets.
When he is not working, Andrew loves watching all sports, particularly rugby and horse racing, and when his young sons hide the TV remote control, he even enjoys spending time with the family.
Angelique de Crem DipPFS joined Ajax Wealth Management Ltd as their Senior Paraplanner after having worked in the Financial Services industry for 15 years.
Angelique is responsible for all aspects of the back-office such as technical and administrative support, file preparation, document control and report writing. She also manages general office operations and enjoys working closely with clients to guarantee the highest quality of service at all times.
In her spare time, she enjoys socialising with friends and spending time with her family.
Leanne Pickering joined Ajax Wealth Management in a Junior Paraplanning role, having previously worked in the Financial Services industry for more than 11 years.
Leanne works closely with Angelique on a day to day basis, and as a team, they are responsible for the smooth running of the Office and for liaising directly with our clients.
In her spare time, she enjoys travelling the world and experiencing new adventures. She enjoys kayaking, art and socialising with friends.
Sarah Travers LL.B. (Hons) DipPFS joined Ajax Wealth Management Ltd as Senior Financial Planner having been advising clients for over 15 years with a career based both locally and in London.
Sarah advises on all aspects of financial planning and as an accredited member of the Society of Later Life Advisers (SOLLA) she has a special interest in helping clients and their families with the particular issues that arise in later life, such as paying for care fees and effective Inheritance Tax planning. Sarah is also a pension specialist.
In her spare time Sarah enjoys spending time with her young family, walking their two dogs and fitting in the odd run.
Scott Mordrick CFA joined the Wealth Management industry in 2008, having graduated with a BSc (Hons) in Mathematics from the University of Nottingham.
Initially working in London as an investment analyst, Scott then moved to a regional firm where he continued to hone his investment skills whilst also successfully qualifying as a financial adviser.
Scott is a CFA® Charterholder, a Chartered Financial Planner and a Certified Financial PlannerTM and takes great pride working closely with his clients to understand their needs and help them achieve their own personal goals.
Outside of work, Scott loves spending time with his wife and 3 young children either at a petting farm, or indeed at the local trampoline park! Scott also enjoys sports and regularly plays in his local football league.