The A&J Knowledge Centre
Diligent Management of your Investment Portfolio
As a heavily regulated industry, managing your finances must meet certain criteria and rules in order to remain compliant.
At A&J, we have a dedicated team researching the ever changing legislation that impacts our role and how we manage your money, enabling us to provide the most proficient service to our clients.
We have consolidated some of this information into factsheets for your reference and information, please click through to the relevant sections for you.
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Tax Allowances
Products for Tax Planning
Inheritance Tax Solutions
Defined Contribution Pensions
Defined Benefit Pensions
Annuities vs. Drawdown
ISAs
Protection
Why Choose Us
Financial News

Guide to the Autumn Statement 2023
Autumn Statement 2023 The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement on Wednesday 22 November, alongside an updated economic forecast from the

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13th November 2023 Record Level Backlogs at the NHS The National Health Service is preparing for a difficult path ahead, as waiting lists are expected

Monthly Update: November 2023
1st November 2023 Global Outlook Stockmarkets continued to readjust to the likeliness that interest rates are predicted to stay higher for longer but there is

Sleepwalking Into Retirement: A Cautionary Tale
24th October 2023 Sleepwalking Into Retirement: A Cautionary Tale Many individuals come to A&J Wealth Management to discuss a plan for their retirement and are
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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