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.

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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

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Annuities vs. Drawdown

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ISAs

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Protection

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Investment Bonds

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Cash

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Asset Classes

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EIS/SEIS/VCT

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Why Choose Us

Experienced Financial Advisers

Backed by a team with over 150 years' combined experience our aim to ensure financial plans are compatible with assist you in meeting your wider, long-term goals.

Supportive Approach

Our approach is about making the most of the good times - but also about preparing for the inevitable downturns. It's about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes.

Specialists in Onshore & Offshore Investments

We are specialists in managing onshore and offshore investments upwards from £100,000.

Trusted by over 1,400 Clients

We look after over 1,400 clients and oversee funds of circa £450 million.

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

Record Level Backlogs at the NHS

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

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

© 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

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