WE PROTECT Wealth WE MANAGE tax

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.

How we work

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.

In this way, we can understand where you are now – including how well your current financial arrangements are working for you – and where you want to be in the future, both in the short and longer term.

Then we can advise you on steps to help you develop or diversify your financial arrangements, in line with your tolerance to risk profile, to bring you the benefits you are seeking.

We monitor the whole market for financial products and opportunities, so our recommendations are based on options that you might not otherwise be aware of or have considered. Whatever our advice may be, it will have your best interests in mind and we’ll explain all the implications clearly.

We’re not interested in quick fixes. We want to build a long-term relationship with you, which is why the integrity and independence of our advice is crucial.

For your peace of mind, you will receive a schedule of costs for our advice and our assurance that we will receive no commission for any business we place on your behalf. In this way, you can be sure that you are the focus of our advice process and that we have no financial interest involving any third party.

For more information about AJ Wealth Management’s services in Wolverhampton and across the West Midlands, or to arrange a free, no obligation, initial meeting, please contact us.

Simplify your Life

AJ Wealth Management believe that tax rises lead to the need for you to seek financial advice as tax planning is a cornerstone of the value that we can offer to you.  We believe that AJ Wealth Management can help our clients as follows:

  1. To reduce your overall liability for income tax, capital tax and wealth tax.
  2. Less inheritance tax for your heirs.
  3. Estate planning flexibility with strategic tax planning to make life easier for your family upon your death often without the need for probate.
  4. Maximise real returns of your investments.  In this global climate of economic uncertainty and historically low interest rates, effective tax planning can play a part in helping returns outpace the cost of living.

 

We have produced a video of Estate Planning and Inheritance Tax Planning which we believe that you may find of interest.

If you feel that this is an area you wish to receive financial advice, please contact Angela Jellings on 01902 742921.

AJ Wealth Management is a highly successful Company in all areas of financial planning. We have produced a small video which will give a brief outline of how financial planning can assist you in making the right decisions for you