At AJD we believe in building and maintaining a long-term trusted relationship with our clients in and around the local area. Our philosophy is that by providing high-quality, personalised financial advice, coupled with the highest standards of integrity and excellence, we will give you, the client, total peace of mind.
Relationships are key in my view. Meeting face to face with clients, popping round when they need you to and having an easy access open door policy is important at AJD Financial Services. Decisions should not be taken based solely on the content of the website and individual advice should be taken first.
Relationships are key in my view. Meeting face to face with clients, popping round when they need you to and having an easy access open door policy is important at AJD Financial Services. Decisions should not be taken based solely on the content of the website and individual advice should be taken first.
Services
AJD Financial Services Ltd was formed in 2010 by Alistair James Duffy and was established to create a financial planning and advisory service for individual investors and business owners who still want to deal locally, on a one to one basis. We are based in Perth, and working locally with clients just now and in the future will always be a fundamental part of our longer term business plan.
We are able to provide advice on many different aspects of financial planning, helping different individuals with different strategies at different stages of their lives. As an independent financial advisory firm, we are not tied to any particular provider, so our services cover a wide range of financial products and providers.
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