AJ Life was founded in 1996 to provide experienced advice and counsel to private and corporate clients alike. Pooling the resources of now over 100 years of experience in all matters financial, AJ Life still continues to offer bespoke, tailored planning and advice to all clients, new and existing. We pride ourselves on building valuable long-term relationships with our clients, which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century.
Our strength lies in the belief that professional qualification, honest endeavour and total impartiality are key to our clients' future. These attributes, coupled with the latest technology, enable us to provide first class solutions for our clients. Planning for retirement involves making the most of your pensions, investments and tax planning to create the lifestyle you can enjoy.
Let us help you with your investment planning, providing a solution that suits your needs. Getting a mortgage is one of the biggest financial decisions you'll make, so it's important to get it right.
Our strength lies in the belief that professional qualification, honest endeavour and total impartiality are key to our clients' future. These attributes, coupled with the latest technology, enable us to provide first class solutions for our clients. Planning for retirement involves making the most of your pensions, investments and tax planning to create the lifestyle you can enjoy.
Let us help you with your investment planning, providing a solution that suits your needs. Getting a mortgage is one of the biggest financial decisions you'll make, so it's important to get it right.
Services
A J Life offer independent financial advice to individuals and businesses specifically designed around their individual circumstances.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs.
For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have.
We will help you to review your existing financial situation and reach a representative assessment of your likely needs.
For this, you will need to put aside some time to talk to us - the first half hour consultation is free.
There's no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a 'needs analysis' built on your current situation, and taking a view of any plans or goals you may have.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
Protecting and Managing Wealth is at the heart of what we do.
We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.
Wealth Management is more than just investment advice, it encompass all parts of a person's financial life.
Our professional service includes a combination of financial, investment advice, tax services, legal, estate planning and accounting advice.
Our aim is to work with you to help you to preserve your wealth.
We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.
Wealth Management is more than just investment advice, it encompass all parts of a person's financial life.
Our professional service includes a combination of financial, investment advice, tax services, legal, estate planning and accounting advice.
Our aim is to work with you to help you to preserve your wealth.
It is never too early to begin to consider retirement planning.
However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important.
The choices you make at this time will affect your lifestyle, so you need to make sure they are right.
Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
Dependent upon your circumstances, you may be able to reduce immediate income tax bills or pass on the value of your pension fund to the next generation.
However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important.
The choices you make at this time will affect your lifestyle, so you need to make sure they are right.
Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
Dependent upon your circumstances, you may be able to reduce immediate income tax bills or pass on the value of your pension fund to the next generation.
Our investment strategy is based on understanding your needs and providing flexible investment options to help you to meet your financial goals.
Investing can offer you a good opportunity of growing your money over the longer term.
A long-term approach to investing is generally accepted as being likely to provide the most benefit.
Whether you start paying in to a personal pension, invest in an ISA or invest on behalf of your children, the earlier you start the better.
Both saving and investing can be used to meet both short and long-term financial needs.
Investing can offer you a good opportunity of growing your money over the longer term.
A long-term approach to investing is generally accepted as being likely to provide the most benefit.
Whether you start paying in to a personal pension, invest in an ISA or invest on behalf of your children, the earlier you start the better.
Both saving and investing can be used to meet both short and long-term financial needs.
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