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    Professional financial planning is the process which aims to help you realise your ambitions...

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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money...

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    Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy...

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MAIN MENU
  • Home
  • About Us
    • Our Company
    • Our Team
    • Testimonials
    • Privacy Notice
  • Services
    • Financial Planning
      • Introduction To Financial Planning
    • Savings & Investments
      • Introduction To Savings & Investments
      • Regular Saving Plans
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Pensions
      • Retirement Planning
      • Final Salary Pensions
      • Cash Equivalent Transfer Value (CETV)
      • Death Benefit Options
      • Restrictions on Pension Contributions
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Single Asset or Multi-manager Funds
      • Tax-efficient Venture Capital Trust (VCT)
      • Enterprise Investment Scheme (EIS)
      • Inheritance Tax
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
      • Landlord Insurance
      • Military Personnel
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Life Stages
      • Foundation Stage: Ages 18-30
      • Mid-Life Stage: Ages 30-50
      • Pre-Retirement Stage: Ages 60-65
      • Retirement Stage: Ages 65+
      • Late Retirement Stage: Ages 80+
      • End of Life and Estate Planning Stage
  • Calculators
    • Inheritance Tax
    • Investment
    • Pensions Shortfall
    • Relevant Life Tax
  • FAQS
  • Useful Links
    • Research
    • Portfolio
    • Market Data
  • Blogs
  • Newsletters
  • Contact Us

It lies in our amazing team of experts and their approach with our clients, working proactively and creatively, to deliver the very best wealth management advice and strategy.

Home / The secret of our success is no real mystery

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The secret of our success is no real mystery

Oct 07, 2025

It lies in our amazing team of experts and their approach with our clients, working proactively and creatively, to deliver the very best wealth management advice and strategy

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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.

Stuart Ford

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

Tony Chilvers

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.

Marian Tague

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.

Richard Ratcliffe

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 .

Lisa Campbell-Sharpe

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AJ Wealth Management is a Company (IFA) registered in England and Wales, Company number 03949662.  

The Registered Office Address is 1st Floor Office, Rear Of 9 High Street Tettenhall, Wolverhampton, WV6 8QS.  

AJ Wealth Management is regulated for a range of Investment Business activities by the Financial Conduct Authority (FCA)

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