Our Services - A&J Wealth Management (2024)

Our Services

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.

At A&J Wealth Management, we assistpeople in optimisingtheir retirement planning strategy.

We are specialists in helping individuals and couples with accumulated pension savings who require analysis of their existing plans, as well asongoing active management.

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The diligent management of your Investment Portfolio is essential whether your objectives are to achieve long term capital growth or a regular income, irrespective of whether you wish to adopt a low, medium or high risk approach.

We are able to give advice on Stocks & Shares ISAs, General Investment Accounts and Onshore & Offshore Bonds, as well as less accessible investments such as Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) and Business Property Relief.

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For many people, makingappropriate provision for your family in the event of your early death or serious illness is an absolute priority.

Should you require any assistance in identifying the right type of cover, or wish for us to source some quotes to see whether your existing cover is still competitive,please do get in touch.

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Our clients have a variety of needs when it comes to financial planning, but one of the most consistent topics is a desire to optimise their tax position.

There are many ways to do this using the products that we offer. It is important to know the Key Tax Allowances that are available to you, which you can read all about in our knowledge centre, and even download a handy PDF guide.

Being aware of the HMRC tax rules enables us at A&J to provide you with relevant advice to efficiently utilise all tax allowances suitable for your own personal situation and ensure you’re getting the most for your money. During our first meetings, we would run through all aspects of your financial circumstances to find out which benefits you’ve used and which you haven’t, ensuring any advice we give you is completely bespoke to your requirements. It’s our role to keep up to speed with any developments in your life, such as a new house, inheritance or upcoming children’s weddings, that might impact your needs and tailor our guidance to fit you.

Find out more about How Our Service Works here or give us a call to setup a no obligation meeting.

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This can be a particularly difficult area of financial planning to navigate and consequently it is very important to seek advice on anything you are unsure of.

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We have specialised in implementing successful solutions for many companies despite the size .

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Financial Planning with Discretionary Fund Management

This service is designed for customers wishing to access our financial advisers for holistic advice in planning for their future, and outsource their portfolio management completely to an expert Investment Committee. This service includes:

  • A Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • Automatic Fund Adjustments through Model Portfolios
  • Access to our Investment Committee
  • Quarterly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

Similar to the Financial Planning with Discretionary Fund Management (DFM) service described above, this package includes access to a fully qualified financial planner. In addition, you will also have an experienced investment manager to cater to specific portfolio requests and tailor chosen investments to your requirements. This service includes:

  • A Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • A Dedicated Investment Manager
  • Customised Investment Portfolio
  • Automatic Fund Adjustments
  • Access to our Investment Committee
  • Quarterly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

Financial Planning with Advisory Fund Management

Our Silver service is designed for those with straight forward needs who would like their investments reviewed on an annual basis. This service includes:

  • Dedicated Financial Adviser
  • Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • Annual Investment Recommendations
  • Annual Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Suitability Review

Our Gold service is designed for those with straight forward needs who would like their investments reviewed on an half-yearly basis. This service includes:

  • Dedicated Financial Adviser
  • Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • Half-Yearly Investment Recommendations
  • Half-Yearly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

Our Platinumservice is designed for those with straight forward needs who would like their investments reviewed on an quarterly basis. This service includes:

  • Dedicated Financial Adviser
  • Personal Financial Planning Consultation
  • Holistic Financial Recommendation Report
  • Support through Implementation of Agreed Investments
  • Quarterly Investment Recommendations
  • Quarterly Portfolio Statements
  • Monthly E-Newsletters
  • Regular Risk Assessments
  • Annual Review Meetings

The A&J Investment Committee

Our Investment Committee undertakes significant research into funds on offer from global fund management providers in order to establish a series of core portfolios.

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The A&J Knowledge Centre

We have consolidated some of this information into factsheets for your reference and information, please click Find Out More.

Find Out More

As part of your consultation we can help you decide which option would be best for your situation,give us a callto be introduced to one of ourexpert financial advisersand let us give your money a helping hand.

​We will provide our charges for these services as part of our initial discussion.

Please make sure you’re aware of the risks involved with investing before taking financial advice; have a look at our important information found here.

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

Information

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Important Information

Phone:

01628 480 200

Email:

enquiry@ajwealth-management.com

Address:

Sawfords,
Bigfrith Lane,
Cookham Dean,
Berkshire,
SL6 9PH

Our Services - A&J Wealth Management (4)

Our Services - A&J Wealth Management (5)

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© 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

I am a seasoned financial expert with extensive experience in corporate and personal finance services. Over the years, I have provided specialized advice on a wide range of financial matters, including pensions, investments, protection, tax planning, inheritance tax, corporate services, and discretionary fund management.

In relation to the article you provided about A&J Wealth Management's services, let's delve into the key concepts mentioned:

  1. Pensions:

    • A&J Wealth Management assists individuals in optimizing their retirement planning strategy.
    • Specialization in analyzing existing pension plans and providing ongoing active management.
  2. Investments:

    • Diligent management of Investment Portfolios for long-term capital growth or regular income.
    • Advice on various investment options, including Stocks & Shares ISAs, General Investment Accounts, and less accessible investments like Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS).
  3. Protection:

    • Providing appropriate provision for families in the event of early death or serious illness.
    • Assistance in identifying the right type of cover and sourcing competitive quotes.
  4. Tax Planning:

    • Focus on optimizing clients' tax positions using the products offered by A&J Wealth Management.
    • Awareness of HMRC tax rules to provide relevant advice tailored to individual circumstances.
  5. Inheritance Tax:

    • Acknowledgment of the complexity of inheritance tax planning.
    • Emphasis on seeking advice on any uncertainties in this area.
  6. Corporate Services:

    • Specialization in implementing successful financial solutions for companies of all sizes.
  7. Financial Planning with Discretionary Fund Management:

    • Two levels of service offered - one with access to an expert Investment Committee and another with a dedicated investment manager.
    • In-depth services include consultations, financial recommendation reports, support through investment implementation, automatic fund adjustments, and regular assessments.
  8. Service Levels (Silver, Gold, Platinum):

    • Tailored services based on the frequency of investment reviews and recommendations.
  9. A&J Investment Committee:

    • Undertakes significant research into funds globally to establish core portfolios.
  10. A&J Knowledge Centre:

    • Consolidated information into factsheets for reference and information.
  11. Contact Information:

    • A&J Wealth Management's contact details and location.

It's evident that A&J Wealth Management offers a comprehensive suite of financial services, demonstrating a commitment to personalized and expert advice across various financial domains. If you have any specific questions or require further clarification on any of these concepts, feel free to ask.

Our Services - A&J Wealth Management (2024)
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