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
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A&J Wealth Management Ltd
© 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