A&j wealth management

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, a&j wealth management, long-term goals.

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A&j wealth management

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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. Our approach is about making the most of the good times - but also about preparing for the inevitable downturns. It's about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes. We are specialists in helping individuals and couples with accumulated pension savings who require analysis of their existing plans, as well as ongoing active management. 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 many people, making appropriate 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.

A&j wealth management

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.

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Knowledge Centre. Find Out More. 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 Analyse Your Assets. 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. We Identify Your Goals. Accept analytics cookies Reject analytics cookies View cookies. We'd also like to use analytics cookies so we can understand how you use our services and to make improvements. Company type Private limited Company Incorporated on 19 April Skip to main content.

We are focused on helping clients understand and plan for their future, providing the following services in order to achieve this;.

You've rejected analytics cookies. Find Out More. There are many ways to do this using the products that we offer. Tell us what you think of this service link opens a new window Is there anything wrong with this page? Last accounts made up to 31 March We use cookies to make our services work and collect analytics information. Whatever financial decisions you have to make, the first step towards making the right choice is to establish a clear understanding of your needs. Active Portfolio Management. They succeeded spectacularly well as far as I could judge and guided me through to full retirement and pension drawdown. The Lifetime Allowance — opportunity to make further contributions? Building Your Future We are focused on helping you understand and plan your future. Financial Services Register, no , at www. Complaints Policy.