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: 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
Monthly Update: March 2024
5th March 2024 Global Outlook The Magnificent Seven continued to rally with NVIDIA leading the charge. Microsoft, Google parent Alphabet, Amazon, Apple, Meta, NVIDIA, and
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
© 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