Our Services

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Our financial advisers at A&J Wealth Management are independent experts in all aspects of corporate and personal finance services including the following areas:

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PENSIONS

 Retirement Planning 

Full Pension Analysis

Ongoing Management of Pension Portfolios

Technical Support

Advice to Optimise Tax Relief

Access to SIPPs & Personal Pensions on leading Platforms

Flexi-Access Drawdown and Annuities

INVESTMENTS

Investment Portfolio Management

Analysis of Historical Products

Stocks & Shares ISAs

Direct Investment Portfolios

Offshore Bonds

Risk Management

Bespoke Portfolio Construction

PROTECTION

Life Assurance

Term Assurance

Critical Illness Cover

Permanent Health Insurance (Income Protection)

Whole of Life Cover

Group Life Cover

TAX PLANNING

Personal Tax Planning

Income Tax Efficiency

Personal Allowance

Savings Allowance

Tax Deferral

Pension Contributions

Dividend Allowance

CGT Allowance

ISA Allowance

Estate Planning

Inheritance Tax Planning

Gifting

Loan Trusts

Discounted Gift Trusts

Whole of Life Cover

Business Property Relief