Service Options

Wealth Management Services To Suit Your Needs

We offer a number of different wealth management service options depending on your requirements. Whether you’re after a full financial planning service with advice relating to pensions and protection, investment management recommendations from an experienced investment team, or both, we’ll have a package that suits you. We have outlined below our key service options, though please do get in touch to find out which may suit you best.

Financial Planning with Discretionary Fund Management

This service is designed for customers wishing to access our financial advisers for holistic advice in planning for their future, and outsource their portfolio management completely to an expert Investment Committee. This service includes:

  • A Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • Automatic Fund Adjustments through Model Portfolios
  • Access to our Investment Committee
  • Quarterly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

Similar to the Financial Planning with Discretionary Fund Management (DFM) service described above, this package includes access to a fully qualified financial planner. In addition, you will also have an experienced investment manager to cater to specific portfolio requests and tailor chosen investments to your requirements. This service includes:

  • A Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • A Dedicated Investment Manager
  • Customised Investment Portfolio
  • Automatic Fund Adjustments
  • Access to our Investment Committee
  • Quarterly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

Financial Planning with Advisory Fund Management

For clients looking to maintain control over their investment selection, we offer an advisory service where we will provide recommendations on a regular basis for customers to review, in addition to full financial planning advice.

Silver

Our Silver service is designed for those with straight forward needs who would like their investments reviewed on an annual basis. This service includes:

Gold

Our Gold service is designed for those people looking for involved advice who would like their investments reviewed on a half yearly basis. This service includes:

Platinum

Our Platinum service is designed for people with complex requirements who would like their investments reviewed on a quarterly basis. This service includes:

As part of your consultation we can help you decide which option would be best for your situation, give us a call to be introduced to one of our expert financial advisers and let us give your money a helping hand.

​We will provide our charges for these services as part of our initial discussion.

Please make sure you’re aware of the risks involved with investing before taking financial advice; have a look at our important information found here.

Financial News

Monthly Update: February 2024

1st February 2024 Global Outlook 2024 saw a mixed start to stock markets as investors attempted to ascertain when central banks would begin to cut

Preparing for Future Tax Changes

24th January 2024 Preparing for Future Tax Changes Back in November 2022, Jeremy Hunt announced a number of tax changes that were to be gradually

Monthly Update: January 2024

3rd January 2024 Global Outlook The Federal Reserve triggered a stock market rally last month as it signalled interest rate cuts in 2024. The Chair,

Monthly Update: December 2023

1st December 2023 Global Outlook It was an eventful November, with inflationary pressures lowering, surpassing analysts’ expectations, and US GDP being revised up to 5.2%.

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

© 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 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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