AJ Life was founded in 1996 to provide experienced advice and counsel to private and corporate clients alike. Pooling the resources of now over 100 years of experience in all matters financial, AJ Life still continues to offer bespoke, tailored planning and advice to all clients, new and existing.
We pride ourselves on building valuable long-term relationships with our clients, which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century.Our strength lies in the belief that professional qualification, honest endeavour and total impartiality are key to our clients' future.
We pride ourselves on building valuable long-term relationships with our clients, which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century.Our strength lies in the belief that professional qualification, honest endeavour and total impartiality are key to our clients' future.
Services
A J Life offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
Protecting and Managing Wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity. Wealth Management is more than just investment advice, it encompass all parts of a person's financial life.
It is never too early to begin to consider retirement planning. However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important. The choices you make at this time will affect your lifestyle, so you need to make sure they are right. Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
Our investment strategy is based on understanding your needs and providing flexible investment options to help you to meet your financial goals. Investing can offer you a good opportunity of growing your money over the longer term. A long-term approach to investing is generally accepted as being likely to provide the most benefit.
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