Our Services
Our financial advisers at A&J Wealth Management are independent experts in all aspects of corporate and personal finance services including the following areas:
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
Investment Portfolio Management
Analysis of Historical Products
Stocks & Shares ISAs
Direct Investment Portfolios
Offshore Bonds
Risk Management
Bespoke Portfolio Construction
Life Assurance
Term Assurance
Critical Illness Cover
Permanent Health Insurance (Income Protection)
Whole of Life Cover
Group Life Cover
Personal Tax Planning
Income Tax Efficiency
Personal Allowance
Savings Allowance
Tax Deferral
Pension Contributions
Dividend Allowance
CGT Allowance
ISA Allowance
Inheritance Tax Planning
Gifting
Loan Trusts
Discounted Gift Trusts
Whole of Life Cover
Business Property Relief
General Insurance
Home Insurance
Car Insurance
Travel Insurance
Life Assurance