© 2019 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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Knowledge Centre

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.

How much can you save tax free this year?

Summary of products that will help you become tax efficient

Make sure you know how to get the best tax rates for your family

We can help maximise the potential of your pension

Final Salary pension? Learn how it will work best for you

Learn how you can take an income during your retirement and compare your options

Make the most of tax free interest savings

Life insurance is important, we can help if you aren't already covered

How do bonds work and how can they benefit your finances?

Make sure your excess cash is secure and managed efficiently

Have you invested in other assets and equities to secure lump sums?

We explain all about enterprise investment schemes and venture capital trusts

Download a quick reference guide of the latest budget

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