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.

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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

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Annuities vs. Drawdown

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ISAs

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Protection

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Investment Bonds

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Cash

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Asset Classes

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EIS/SEIS/VCT

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Why Choose Us

Experienced Financial Advisers

Backed by a team with over 150 years' combined experience our aim to ensure financial plans are compatible with assist you in meeting your wider, long-term goals.

Supportive Approach

Our approach is about making the most of the good times - but also about preparing for the inevitable downturns. It's about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes.

Specialists in Onshore & Offshore Investments

We are specialists in managing onshore and offshore investments upwards from £100,000.

Trusted by over 1,400 Clients

We look after over 1,400 clients and oversee funds of circa £450 million.

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

Letter from CEO – Gareth Jones

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

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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