Welcome to AJ Wealth Management, an IFA providing expert advice to help you gain the most from your wealth. From our offices in Tettenhall, Wolverhampton we work with clients across the West Midlands and beyond. Since our firm was established in 2000, the positive response of our clients to the excellence of our service and quality of our advice has been central to our growth.
To help you see for yourself what we can offer, we are happy to offer a free, no obligation initial meeting. When you have decided you would like to work with us, our approach is based on establishing a complete picture of your financial and personal circumstances, and your tolerance to risk.
To help you see for yourself what we can offer, we are happy to offer a free, no obligation initial meeting. When you have decided you would like to work with us, our approach is based on establishing a complete picture of your financial and personal circumstances, and your tolerance to risk.
Services
Based in Wolverhampton in the West Midlands, our experienced Independent Financial Adviser (IFA) team is focused on helping you to achieve your financial aspirations, throughout your life. We understand that when it comes to wealth management, trust in your adviser - and in the integrity of their advice - is essential.
The financial world is complex and there are so many products and options to choose from that deciding how to best manage your wealth can be a real challenge. That's why AJ Wealth Management delivers integrated advice tailored to you, your needs and your goals, based on our in-depth knowledge of the financial marketplace.
In the modern world, the responsibility of planning for your retirement is yours and yours alone. When you are younger, you will need to consider which retirement saving options are right for you. Then, as retirement looms, your thoughts should turn to what is best for your pension fund. What you need is a plan, and someone to help you make those decisions.
At A J Wealth Management Ltd we are keen to ensure that your business is ready for its auto enrolment staging date. As a result we are delighted to announce that we have recruited a consultant who specializes in work-based pensions to offer advice and support to our clients. When a business reaches its staging date, it must have all eligible employees enrolled in a suitable pension scheme.
Although many of our clients are happy with our standard approach to investment planning, others prefer a more proactive and dynamic approach to managing their capital. This can be provided through our Active Investment Management Service. Access to a highly trained team of Administrators who can give you real time valuations on your investments and answer any queries you may have.
Reviews (6)
Jim Evans
Aug 30, 2021
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I have used AJ Wealth Management for years now and have always found all the staff to be very knowledgeable, helpful and very professional. I know very little about funds and how they’re managed that’s why I leave everything to these guys. If you are looking for a company where you get 5 star treatment in every way, then look no further.I have complete confidence that my investments are being looked after and being reviewed regularly, therefore I have nothing to worry about and that’s so important to me. I would highly recommend that you use AJ Wealth Management for all your financial advice
Lisa Campbell-Sharpe
Aug 24, 2021
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Ian Oakley
Aug 21, 2021
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I have had the pleasure of using A J Wealth Management services for many years now. The team there have always listened, understanding my requirements, answering any question I may have and have dealt with my needs in a timely, professional manner. I have never felt forced into anything and have always felt the A J Wealth Management team have my best interest at heart.
I have recommended A J Wealth Management to my friends and family and I think that speaks for itself. I cannot recommend A J Wealth Management highly enough.
I have recommended A J Wealth Management to my friends and family and I think that speaks for itself. I cannot recommend A J Wealth Management highly enough.
Stuart Ford
Aug 21, 2021
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Marian Tague
Mar 17, 2021
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Richard Ratcliffe
Jul 09, 2015
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