Investment Platforms

Retail Platforms

Investment platforms allow for a modern, efficient and consolidated approach to managing your pension and investment products. Our preferred platforms are all primarily based online with user-friendly client websites, excellent customer service and cost-effective provider charges. These platforms provide an easy way to monitor and manage various products, and their investments, under one umbrella for simple administration.

These platforms are targeted at our UK clients who would like to hold their investments within wrapped products such as a pension, bond or stocks & shares ISA which can offer hugely beneficial tax efficient environments. There are a variety of different products and investment options available that we can suggest depending on your requirements.

We appreciate it can be difficult to keep track of pensions and accounts that are accrued during a lifetime, so we partner with these platforms to help you keep your wealth organised and easily accessible. Within a review with our financial advisers, we will assess the potential benefits and disadvantages in transferring your individual products to a platform so you can decide what will work best for you moving forward.

At A&J, we are often able to negotiate discounted terms and restricted share classes for our clients so we can help reduce fees and add as much benefit as we possibly can. We review our recommended platforms on an annual basis to ensure we are always providing our clients with the best advice in their interests and recommending solutions that we trust will be advantageous to you.

Benefits of a platform include:

  • A single view of your portfolio value across different products

  • Access to consolidated, online valuations

  • A secure access point for adding, switching or withdrawing funds

  • A wide range of investment choices, covering all the main asset classes

  • Tax efficient product wrappers

Financial News

Monthly Update: February 2024

1st February 2024 Global Outlook 2024 saw a mixed start to stock markets as investors attempted to ascertain when central banks would begin to cut

Preparing for Future Tax Changes

24th January 2024 Preparing for Future Tax Changes Back in November 2022, Jeremy Hunt announced a number of tax changes that were to be gradually

Monthly Update: January 2024

3rd January 2024 Global Outlook The Federal Reserve triggered a stock market rally last month as it signalled interest rate cuts in 2024. The Chair,

Monthly Update: December 2023

1st December 2023 Global Outlook It was an eventful November, with inflationary pressures lowering, surpassing analysts’ expectations, and US GDP being revised up to 5.2%.

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

© 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

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