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Welcome to AJ Wealth Management

Expert advice to help you make the most of your wealth
FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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  • service

    Savings & Investments

    Often, people save for a specific reason and it's usually the safest way to ...

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  • service

    Protection

    There are events we can all face that have the potential to wreck lives and families...

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Financial Advisers Located in Tettenhall, Wolverhampton

Financial Advisers Located in Tettenhall, Wolverhampton

Welcome to AJ Wealth Management Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01902 742 921 or email us at enquiries@ajwm.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Stuart Ford

Easy people to deal with who explain the options on the market well . The review meetings are informative and help both sides understand where the investment is going.

Tony Chilvers

Some twenty years ago I wanted advice concerning sound,safe investments for long term financial security.A friend informed me of his high opinion of AJ Wealth Management Ltd and recommended I should contact them.I did this,and following an initial discussion proceeded to build up a portfolio of investments,discussed and updated at regular intervals
My wife and I are delighted with the partnership we have over the years developed with AJWealth Management Ltd.The advice and service is top quality,the staff extremely supportive and over regular contact we are aware and involved of the state and progress of our investments.There are so many uncertainties in this world of ours,but we have peace of mind that our finances and financial advice is very secure with our partnership with AJWealth.Management Ltd.
Ceri and Tony Chilvers

Marian Tague

Professionalism and person centred service. Whatever your investment potential...you are the focus of their attention. I feel my future is safe in the hands of A J Wealth Management.

Richard Ratcliffe

I've been a client of AJ Wealth Management for many years. They have always provided expert advice and helped me invest wisely. Their service is second to none and I couldn't fault them in any way.

Lisa Campbell-Sharpe

I have used AJ Wealth management for a number of years. Angela and the team offer a first class professional and friendly service. They always respond quickly to any questions or if I need advice . I would highly recommend them .

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WHERE WE ARE

01902 742 921
First Floor Office
Rear of 9, High Street
Tettenhall, WV6 8QS


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