AJ Wealth Management

AJ Wealth Management AJ Wealth Management provide expert advice to help you gain the most from your wealth.

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.

Our two furry members of staff! Poppy & Nala
19/05/2023

Our two furry members of staff! Poppy & Nala

Congratulations to Lauren, who has recently passed her R05 - Financial Protection exam!
06/09/2022

Congratulations to Lauren, who has recently passed her R05 - Financial Protection exam!

Introducing our new Trainee Financial Adviser, Daniel Hammond, who is starting to study for his CII qualifications towar...
06/09/2022

Introducing our new Trainee Financial Adviser, Daniel Hammond, who is starting to study for his CII qualifications towards becoming Chartered.

Congratulations to Lauren on your promotion to Senior Paraplanner/Investment Analyst.We will have more exciting news, at...
11/08/2022

Congratulations to Lauren on your promotion to Senior Paraplanner/Investment Analyst.

We will have more exciting news, at the beginning of September when our new Trainee Financial Advisor starts, together with a Junior Paraplanner.

17/03/2021

AJ Wealth Management Ltd are 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.

04/03/2021

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 have been awarded the Pension Transfer Gold Standard, which means we have been recognised for the h...
09/02/2021

AJ Wealth Management have been awarded the Pension Transfer Gold Standard, which means we have been recognised for the high standards of pension advice that we give to our clients.

As a result, you can be confident that AJ Wealth Management are an ethical and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Congratulations to Lauren who passed the pensions exam, R04 first time last week!
21/12/2020

Congratulations to Lauren who passed the pensions exam, R04 first time last week!

19/10/2020

When the staff of AJ Wealth Management wear a mask over their nose and mouth in public and in the stores/Supermarkets/Pharmacies/Offices - We want people to know the following:

🔵We are educated enough to know that we could be asymptomatic and still give you the virus.

🔵 No, we don't "live in fear" of the virus; we just want to be part of the solution, not the problem.

🔵We do not feel like the "government controls us". We feel like we are adults contributing to the security in our society and we want to teach others the same.

🔵If we could all live with the consideration of others in mind, the whole world would be a much better place.

🔵Wearing a mask doesn't make us weak, scared, stupid or even "controlled". It makes us caring and responsible.

🔵 When you think about your appearance, discomfort, or other people's opinion of you, imagine a loved one - a child, father, mother, grandparent, aunt, uncle or even a stranger - placed on a ventilator, alone without you or any family member allowed at their bedside

🔵Ask yourself if you could have helped them a little by wearing a mask.

Thank you ❤️

18/03/2020

Due to the continuing spread of Coronavirus, I am writing to inform you of our contingency plans and the steps we are taking to ensure you continue to receive the ongoing service you expect, while we do out best to protect you and our team from exposure to the illness.

Firstly, I would like to reassure you that at the time of writing no members of our team have been diagnosed with Coronavirus. Long may that continue!

Nevertheless, we are taking steps to reduce any risk of the virus being spread through our actions and operations and to minimise the impact the virus may have on our service to you.
In order to minimise the risk of exposing our staff to the virus and of spreading it further, if a meeting is required a member of my staff will ask if you have been out of the UK during the past two weeks. If you have been on holiday outside the UK, then a meeting will have to be postponed for two weeks prior to the meeting. I hope you will appreciate the need for caution.

We are encouraging home working where practicable. Meanwhile, team members across our company will be supporting one another and we have systems in place to ensure you continue to receive the best possible service throughout the coming months, even while the virus is expected to reach its peak.

For the time being at least, our offices remain open and we are cleansing the offices on a daily basis. However, as the virus spreads, we will follow the advice of health authorities and the government. In the event that the office may be closed, phone calls will be directed to our team members phones and we will continue to maintain the ongoing service you have come to expect from AJ Wealth Management Ltd.

Congratulations to Lauren for passing her R03 Tax Exam today!
21/02/2020

Congratulations to Lauren for passing her R03 Tax Exam today!

Congratulations Sheila on attaining your Certificate in Financial Services!
21/06/2019

Congratulations Sheila on attaining your Certificate in Financial Services!

Address

9 High Street, Tettenhall
Wolverhampton
WV68QS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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