A & J Wealth Management Ltd - Newmarket

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A & J Wealth Management Ltd: A Comprehensive Overview

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For individuals and families seeking expert financial consultation, A & J Wealth Management Ltd presents itself as a dedicated service provider. Located at Cleveland House, 39 Old Station Rd, Newmarket CB8 8QE, United Kingdom, the firm operates with a commitment to personalized financial strategies. Their phone number, 1628480200, offers a direct line to their team, and their website, ajwealth-management.com, provides further details on their services and approach. Currently, the company has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed operation. However, this does not diminish the potential value they offer.

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Services and Specializations

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A & J Wealth Management Ltd specializes in providing tailored financial consulting services. While their specific offerings might require direct inquiry, it is reasonable to anticipate a range of services commonly associated with wealth management firms. These typically include:

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• Investment Management: Assessing risk tolerance and aligning investment portfolios with individual goals.

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• Retirement Planning: Developing strategies to ensure a comfortable retirement income.

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• Financial Planning: Creating comprehensive financial plans encompassing budgeting, savings, and debt management.

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• Estate Planning: Guidance on minimizing tax liabilities and ensuring the efficient transfer of assets.

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• Tax Planning: Strategies to optimize tax efficiency within a client's financial situation.

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It is crucial for potential clients to schedule an appointment to discuss their specific needs and ascertain the full scope of services provided. The firm recommends appointments to ensure sufficient time for a thorough assessment and personalized strategy development.

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Location and Accessibility

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The firm’s physical address, Cleveland House, 39 Old Station Rd, Newmarket CB8 8QE, United Kingdom, places them within a commercially accessible area. Accessibility is a key consideration, and A & J Wealth Management Ltd has prioritized inclusivity by offering:

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• Wheelchair-Accessible Car Park: Providing convenient parking for individuals with mobility limitations.

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• Wheelchair-Accessible Entrance: Ensuring easy access to the building.

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• Wheelchair-Accessible Toilet: Catering to the needs of clients requiring accessible restroom facilities.

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• Toilet Facilities: Standard restroom facilities are also available.

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These features demonstrate a commitment to serving a diverse clientele. The location in Newmarket allows for convenient access for residents of the surrounding area.

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Current Reputation and Feedback

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Currently, A & J Wealth Management Ltd has no reviews on Google My Business, which presents a unique situation. This lack of publicly available feedback should be interpreted cautiously. It’s possible the company is new, or that they are actively building their online presence. The average opinion is 0/5, reflecting the absence of customer reviews. Potential clients are strongly encouraged to conduct independent research and seek references before engaging their services. Considering the limited information available, a thorough due diligence process is advisable.

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Contact Information

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To learn more about A & J Wealth Management Ltd and to schedule an appointment, clients can:

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• Call: 1628480200

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• Visit the Website: ajwealth-management.com

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The firm’s commitment to accessibility and personalized service suggests a focus on building long-term client relationships. Further investigation and direct communication are recommended to determine if A & J Wealth Management Ltd aligns with an individual’s financial consulting needs.

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Summary

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A & J Wealth Management Ltd, located in Newmarket, UK, offers tailored financial consulting services, prioritizing accessibility. Despite a current lack of online reviews, the firm’s commitment to wheelchair accessibility and a dedicated contact number suggests a client-focused approach. Potential clients are advised to conduct thorough research and schedule an appointment to discuss their specific financial goals.

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"summary": "A & J Wealth Management Ltd provides personalized financial consulting services with a focus on accessibility, but currently lacks online reviews. Clients are advised to conduct thorough research before engaging their services.",
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