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


Bigfrith Lane

Cookham Dean



01628 480200

© 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 Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

Scroll to Top