AJG Wealth Management Limited
AJG Wealth Management Limited focuses on establishing long-term relationships with clients. They provide a range of services to assist clients in managing their wealth.
- Tax planning
- Corporate services
- Retirement planning
- Protection planning
- Investment management
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Company Details
AJG Wealth Management Limited is operated by AJG Wealth Management Limited and is a Active company incorporated on 27 September 2012 with the registered office located in Brentwood, Essex. AJG Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
3
Turnover
Unreported
Total Assets
£2.66M
Cash in Bank
£1
Total Liabilities
-£1.7M
Teams
6
3
2
2
Director Of AJG Wealth Management Ltd, Partner Practice At • Joined Dec 2012
Senior Practice Manager At AJG Wealth Management Ltd. • Joined Aug 2017
Suport Administrator • Joined Oct 2022
Financial Adviser • Joined Sep 2018
Retired • Joined Sep 2019
Financial Planner • Joined Oct 2020
Financial Adviser • Joined Sep 2018
Retired • Joined Sep 2019
Financial Planner • Joined Oct 2020
Suport Administrator • Joined Oct 2022
Financial Adviser • Joined Sep 2018
Director Of AJG Wealth Management Ltd, Partner Practice At • Joined Dec 2012
Senior Practice Manager At AJG Wealth Management Ltd. • Joined Aug 2017