The A&J Knowledge Centre
Diligent Management of your Investment Portfolio
As a heavily regulated industry, managing your finances must meet certain criteria and rules in order to remain compliant.
At A&J, we have a dedicated team researching the ever changing legislation that impacts our role and how we manage your money, enabling us to provide the most proficient service to our clients.
We have consolidated some of this information into factsheets for your reference and information, please click through to the relevant sections for you.
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Tax Allowances
Products for Tax Planning
Inheritance Tax Solutions
Defined Contribution Pensions
Defined Benefit Pensions
Annuities vs. Drawdown
ISAs
Protection
Why Choose Us
Financial News
Monthly Update: May 2024
2nd May 2024 Global Outlook How the pendulum can swing! US inflation and economic data came in stronger than economists were expecting and now the
Monthly Update: April 2024
3rd April 2024 Global Outlook In the UK, inflation surprised by coming in lower than expected, putting pressure on the Bank of England to cut
Letter from CEO – Gareth Jones
25th March 2024 Letter from CEO – Gareth Jones Dear Sir/Madam, Since 1985, I have been committed to providing an excellent service to all our
Spring 2024 Budget Guide
8th March 2024 Spring 2024 Budget Guide On Wednesday, 6 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring
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A&J Wealth Management Ltd
Sawfords
Bigfrith Lane
Cookham Dean
Berkshire
SL6 9PH
01628 480200
enquiry@ajwealth-management.com
Phone:
01628 480 200
Email:
enquiry@ajwealth-management.com
Address:
Sawfords,
Bigfrith Lane,
Cookham Dean,
Berkshire,
SL6 9PH
© 2024 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH