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, a&j wealth management. We offer independent, unbiased investment, taxation and retirement advice.

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A&j wealth management

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These annuities have some or all of their income payments linked to the performance of the stock market. The income they pay out would be set up front but then reviewed on a regular basis, usually every three or five years. As this review is subject to how investments have performed, that income could then increase but might also decrease. The average life expectancy for a male aged 65 is just over 83 years old. However, if you have certain lifestyle habits or medical conditions which mean your own life expectancy is going to be less than this, an enhanced annuity could increase the income available to you — or reduce the amount you need to pay if your required income is fixed. Fixed term annuities pay you a guaranteed income with many of the above options available but only for a fixed period of time — usually between 1 and 10 years. This allows you to take an income from your money now but receive a cash lump sum back later which will allow you to shop around again for what might then be a better rate.

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. In that process, funds are assessed against a set of minimum criteria, based on performance, experience and asset exposure.

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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. Contact Us. Follow this company File for this company. Our Services. Important Information. Next accounts made up to 31 March due by 31 December Accept analytics cookies Reject analytics cookies View cookies. Company type Private limited Company Incorporated on 19 April Confirmation statement Next statement date 4 October due by 18 October Last statement dated 4 October We use cookies to make our services work and collect analytics information. Get In Touch. Accounts Next accounts made up to 31 March due by 31 December Last accounts made up to 31 March Privacy Policy. There are many ways to do this using the products that we offer. Cookies on Companies House services We use some essential cookies to make our services work.

We offer a number of different wealth management service options depending on your requirements.

During that time the company have provided investment, pension and financial advice and taxation solutions in an efficient and cost effective manner. Privacy Policy. Important Information. Company type Private limited Company Incorporated on 19 April Tax Planning. Our approach is about making the most of the good times - but also about preparing for the inevitable downturns. 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. 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. It's about supporting you in making appropriate financial decisions to make the most of your own life, whatever route it takes.