Active Portfolio Management
Meticulous Analysis of your Investment Portfolio
A&J's Investment team design risk-weighted model portfolios and bespoke individual portfolios, for which they meet regularly to appraise the composition.
We scrutinise market conditions to determine our favoured asset classes/sectors/themes and our various portfolios are weighted accordingly.
Meticulous analysis is conducted to determine what we consider to be the 'best of breed' funds, focusing on volatility/performance/stock holdings/management structure/risk parameters and many other variables.
The A&J Investment Committee
Our Services
Whether you are investing for the medium or long term, we can establish an investment strategy to reflect your attitude to risk and work to achieve your objectives with a focus on diversification and lower volatility.
You can read about our various levels of services by click below:
Financial News
Monthly Update: May 2023
1st May 2023 Global Outlook UK inflation remained stubbornly above 10% last month, frustrating the Bank of England and Treasury who forecast price rises to
Monthly Update: April 2023
1st April 2023 Global Outlook Global inflation proves to be stickier still, with US inflation remaining stagnant and UK inflation jumping markedly higher against all
Spring 2023 Budget Guide
Spring 2023 Budget On Wednesday 15 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2023, with an
Monthly Update: March 2023
1st March 2023 Global Outlook Global inflation has proved stickier than hoped after the latest figures from the UK and US confirmed the rate of
Get In Touch
Leave us a message
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
© 2023 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