FAQS

AJ Wealth Management Ltd are Independent Financial Advisers and as we are not tied to any Network we can offer our clients access to the full range of available providers and products on the market. We are authorised and regulated directly by the Financial Conduct Authority which means we must meet certain standards and follow their rules. These rules are there to make sure that you're treated fairly, you're protected, and the products and services you're offered are suitable.

No, an initial meeting is free, where we can establish your requirements and needs.  You will only pay a fee if we are able to meet your requirements. Fees will only be taken on completion of an application and can be either be taken directly from the product or paid by you.

We are continuously reviewing the Stock Market indices on a daily and weekly basis and our managed portfolios on a monthly basis. A formal generated review of your portfolios are either semi-annually or on an annual basis.

Our fees are detailed in our Terms of Business, however, each individuals’ circumstances are different therefore we are unable to confirm an exact fee before the initial consultation, which is free of charge. When we have learnt of your financial goals, we will advise you of our fee at which point you can decide if you wish to proceed.

Using our experience and qualifications we are able to provide the best independent advice to help you meet your goals in the most effective manner and make you aware of things you may not know about.