


AJB Wealth
Investment Management • Alresford, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 3 East Street, Alresford, Hampshire SO24 9EE, GB |
| Phone number | +441428774070 |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Discretionary Investment Management, Objective, Fee-Based Portfolio Reviews |
| Founded | 1971 |
| Employees | 1-10 |
| Socials |
Key Contact at AJB Wealth
Paul Willans Cfp Chartered Fcsi
Managing Director and Chief Investment Officer
About AJB Wealth
AJB Wealth's roots extend back over fifty years and is now an independent and privately owned company. Our success and longevity derives from our commitment to personal service and the virtues of quality, integrity and reliability. We take pride in being able to offer a bespoke global financial and investment service; always ensuring our clients’ needs and preferences are our top priority. We have built our reputation around providing a very personalised service to clients who value a truly professional service. Our clients are the heart of our business and are treated individually by our experienced staff who have been with us for many years. In addition to our bespoke approach to service, we are proud to offer truly independent advice which focuses on creating a portfolio unique to each client based on their individual attitude to risk and investment objectives. By being independent we are not restricted in any way and have the freedom to review products and services from the entire marketplace.
AJB Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
AJB Wealth has 1 employees across 1 departments.
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Number of employees
Funding Data
AJB Wealth has never raised funding before.
AJB Wealth Tech Stack
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Frequently asked questions
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