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.
At AJ Wealth Management, we make your best interests our priority. That’s why the excellence of our service and the positive feedback and recommendations of our clients are integral to our success. Our approach is also encapsulated in our mission statement…
To build long-term relationships with our clients, based on the independence and quality of our advice, as we help them achieve their financial and lifestyle goals.
You’ll find us easy to work with too and we won’t baffle you with financial jargon. What we will do is talk to you in language you understand. Because the trust of the people we work with is crucial to us, we encourage our clients to challenge and question our advice at every stage and our transparent, fee-based approach provides reassurance of our independence. For more information about AJ Wealth Management’s services in Wolverhampton, West Midlands, or to arrange a free, no obligation, initial meeting, please contact us.
We have a team of six highly qualified investment and tax specialists:
Angela Jellings M.B.A APFS, Chartered Financial Advisor and Managing Director
Colin Dalton is a qualified Chartered Accountant
Francis Jellings has an MBA which focused on Marketing, Business, Finance & Economics
Sheila Hale has a CeMap Mortgage Qualification
Alexandros Mitios – Paraplanner (He has a Masters Degree in Investment Management)
Lauren Sinclair – Trainee Paraplanner
Hannah Mason has a BA Hons in History with Economic & Social History