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.

Find Out More

Tax Allowances

Products for Tax Planning

Inheritance Tax Solutions

Defined Contribution Pensions

Defined Benefit Pensions

Click here

Annuities vs. Drawdown

Click here

ISAs

Click here

Protection

Click here

Investment Bonds

Click here

Cash

Click here

Asset Classes

Click here

EIS/SEIS/VCT

Click here

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

Monthly Update: June 2023

1st June 2023 Global Outlook We finally saw inflation in the UK fall from double digits after a year. The headline rate of inflation fell

Monthly Update: May 2023

1st May 2023 Global Outlook UK inflation remained stubbornly above 10% last month, frustrating the Bank of England and Treasury who forecast price rises to

Monthly Update: April 2023

1st April 2023 Global Outlook Global inflation proves to be stickier still, with US inflation remaining stagnant and UK inflation jumping markedly higher against all

Spring 2023 Budget Guide

Spring 2023 Budget On Wednesday 15 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2023, with an

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

Designed by ArloCreative

Scroll to Top