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.
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
Annuities vs. Drawdown
ISAs
Protection
Why Choose Us
Financial News
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
The Lifetime Allowance – opportunity to make further contributions?
5th March 2024 The Lifetime Allowance – opportunity to make further contributions? There has been a lot of discussion recently around the rules on Fixed
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
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A&J Wealth Management Ltd
Sawfords
Bigfrith Lane
Cookham Dean
Berkshire
SL6 9PH
01628 480200
enquiry@ajwealth-management.com
Phone:
01628 480 200
Email:
enquiry@ajwealth-management.com
Address:
Sawfords,
Bigfrith Lane,
Cookham Dean,
Berkshire,
SL6 9PH
© 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