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PENSION REFORMS 2015

New freedoms now allow you to take more control over income from your pension fund in retirement read more >>

ABOUT A&J WEALTH MANAGEMENT

A&J Wealth Management Limited was set up in 1985 and now helps provide advice and financial support to over 10,000 clients. We employ a team of 30 staff across 4 different locations, supporting clients right across the Southern, Central and Eastern regions of England...

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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Planning Process

What can you expect from our
team of investment advisers

>> Read about our process

Our Services

Your options for dealing with us
come in a range of colours

>> Read about our services

Latest News

Greece reaches agreement
with its European creditors

>> Read our market update

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Our Services
  • Building your future
  • Investing your future
  • Retirement choices

Financial advice to help you build up the wealth you need for the future

  • Selecting appropriate products
  • Advising on funds
  • Reviewing contributions
  • Protecting your dependents

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Financial advice to help protect the wealth you've built and make it work

  • Consolidating products
  • Advising on fund selection
  • Reviewing targets & objectives
  • Considering tax issues

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Helping you make decisions about income in retirement

  • Reviewing income strategies
  • Managing tax issues
  • Inheritance Tax
  • Estate planning

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Frequently asked questions