01628 480200 enquiry@ajwealth-management.com Home About Us Our Services Active Portfolio Management Finance News Knowledge Centre Contact Us Service Options We offer a number of different wealth management service options depending on your requirements. Whether you’re after a full financial planning service with advice relating to pensions and protection, investment management recommendations from an experienced investment team, or both, we’ll have a package that suits you. We have outlined below our key service options, though please do get in touch to find out which may suit you best. 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 Financial Planning with Bespoke Discretionary Fund Management 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 For clients looking to maintain control over their investment selection, we offer an advisory service where we will provide recommendations on a regular basis for customers to review, in addition to full financial planning advice. Our Platinum service is designed for people with complex requirements who would like their investments reviewed on a quarterly basis. This service includes: Dedicated Financial Adviser A 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 Our Gold service is designed for those people looking for involved advice who would like their investments reviewed on a half yearly basis. This service includes: Dedicated Financial Adviser A 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 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 A 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 Managed Advisory Investment Management We offer a pure Investment Management service for clients who do not require financial planning products, such as internationally based or high net worth clients who may be looking to create a custom investment portfolio. This service is for those looking to do this on an advisory basis where recommendations in relation to investment funds, equities etc are reviewed and agreed with you before each trade instruction. This service includes: A Dedicated Investment Manager Customised Investment Portfolio Access to our Investment Committee Quarterly Portfolio Statements Monthly E-Newsletters Regular Risk Assessments Discretionary Investment Management This service allows us to automatically make changes to your investment portfolio in line with your agreed risk strategy. This service includes: A Dedicated Investment Manager Customised Investment Portfolio Access to our Investment Committee Automatic Investment Adjustments Quarterly Portfolio Statements Monthly E-Newsletters Regular Risk Assessments As part of your consultation we can help you decide which option would be best for your situation, give us a call to be introduced to one of our expert financial advisers and 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. © 2021 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 Click here to view or download our Privacy Notice.