Regular Reviews

Keeping On Top of Your Portfolio

Having set up your asset allocation at outset, it is then important to keep on top of it to ensure your portfolio does not move far off track. Undertaking regular reviews will therefore enable you to keep an eye on things and make small changes if they are needed. 

They also act as milestones to ensure that, as your target date approaches, the portfolio can be re-aligned to consolidate gains and reduce exposure to potentially damaging last minute downturns.


Reviews do not have to be lengthy – you just need to make sure your goals are still in sight and that the underlying risk levels remain acceptable. 

What Your Review Includes

At A&J Wealth Management, we make this process very simple for our clients. We collate all the fund performance information, provide feedback on market developments and make any recommendations we believe are in your best interests. ​

This takes the pain out of such reviews and provides the basis for helping to keep your money on track in pursuit of those long term objectives.

Financial News

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3rd April 2024 Global Outlook In the UK, inflation surprised by coming in lower than expected, putting pressure on the Bank of England to cut

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25th March 2024 Letter from CEO – Gareth Jones Dear Sir/Madam, Since 1985, I have been committed to providing an excellent service to all our

Spring 2024 Budget Guide

8th March 2024 Spring 2024 Budget Guide On Wednesday, 6 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring

Monthly Update: March 2024

5th March 2024 Global Outlook The Magnificent Seven continued to rally with NVIDIA leading the charge. Microsoft, Google parent Alphabet, Amazon, Apple, Meta, NVIDIA, and

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A&J Wealth Management Ltd


Bigfrith Lane

Cookham Dean



01628 480200

© 2024 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 Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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