A&j wealth management

Whatever financial decisions you have to make, the first a&j wealth management towards making the right choice is to establish a clear understanding of your needs. We offer independent, unbiased investment, taxation and retirement advice. Backed by a team with over years' combined experience our aim to ensure financial plans are compatible with assist you in meeting your wider, long-term goals, a&j wealth management. Our approach is about making the most of the good times - but also about preparing for the inevitable downturns.

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A&j wealth management

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Send Message. In particular, the firm provides innovative solutions to the above and has recently recommended a very complex and certainly innovative proposition to the lifetime pension allowance. We'd also like to use analytics cookies so we can understand how you use our services and to make improvements, a&j wealth 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. For cash ISAs, interest on your savings is received free of tax. For investments in stocks and shares, there is no further tax to pay on dividends received, nor on any growth achieved within the account. We encourage all of our clients to take advantage of this tax free allowance and track to ensure it is not exceeded as part of our management service. Have a look at the ISA page within our knowledge centre for more information. Rather than having your money wrapped up within a pension or an ISA, you can invest your money directly into a portfolio of assets via an investment platform. With careful management, investing in a general investment account can enable you to optimise your tax position.

A&j wealth management

We are focused on helping clients understand and plan for their future, providing the following services in order to achieve this;. In we were awarded Discretionary Fund Management permissions allowing us to manage our own model portfolios using our in-house investment committee. Clients can now choose between our advisory or DFM service for the active management of their investment portfolios. This focusses on customers who are looking for bespoke investment portfolios tailored to their needs across a broader spectrum of investment opportunities. The business has since grown considerably since and he hopes to further this over the coming years. We strive to meet all customer needs and desires by providing a holistic financial review and investment management proposition. Our success has been built on a combination of our ability to demonstrate the value of professional financial advice and the long term relationships we have built with our clients. We really get to know what they want from us and what we can do for them. Our Investment Committee undertakes significant research into the funds on offer from the various global fund management providers in order to establish a series of core portfolios, each with risk profiles suitable for the various different approaches of our clients.

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Supportive Approach Our approach is about making the most of the good times - but also about preparing for the inevitable downturns. 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. Company type Private limited Company Incorporated on 19 April Designed by ArloCreative. Privacy Policy. Next statement date 4 October due by 18 October Our Services. They succeeded spectacularly well as far as I could judge and guided me through to full retirement and pension drawdown. Active Portfolio Management. Find out more about how our service works here or give us a call to setup a no obligation meeting.

Whatever financial decisions you have to make, the first step towards making the right choice is to establish a clear understanding of your needs. We offer independent, unbiased investment, taxation and retirement advice. Backed by a team with over years' combined experience our aim to ensure financial plans are compatible with assist you in meeting your wider, long-term goals.

There has been a lot of discussion recently around the rules on Fixed. Confirmation statement Next statement date 4 October due by 18 October Last statement dated 4 October 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. We use cookies to make our services work and collect analytics information. We Identify Your Goals. Experienced Financial Advisers Backed by a team with over years' combined experience our aim to ensure financial plans are compatible with assist you in meeting your wider, long-term goals. They succeeded spectacularly well as far as I could judge and guided me through to full retirement and pension drawdown. Cookies on Companies House services We use some essential cookies to make our services work. Find out more about how our service works here or give us a call to setup a no obligation meeting. Gary has enhanced the personal service, adding in a personal touch with advice on the likes of bank accounts and general money saving measures. Next accounts made up to 31 March due by 31 December Monthly Update: February 1st February Global Outlook saw a mixed start to stock markets as investors attempted to ascertain when central banks would begin to cut.