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
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
Monthly Update: March 2023
1st March 2023 Global Outlook Global inflation has proved stickier than hoped after the latest figures from the UK and US confirmed the rate of
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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