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

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

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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