AJB Wealth

AJB Wealth Investment and wealth management for clients locally, in the UK, and overseas.

AJB Wealth is based in Alresford, near Wi******er in Hampshire, and also has a satellite office just outside Stockbridge.

As younger generations face rising costs for education and housing, support from parents or grandparents has become more...
01/05/2026

As younger generations face rising costs for education and housing, support from parents or grandparents has become more important for many. In our latest article, we highlight how investing for children at an early stage can have the greatest impact. Tax-efficient Junior ISAs, pensions and trusts can play a key role.
Read more here:
https://www.ajbwealth.co.uk/investing-for-children-in-a-tax-efficient-way/

Maximise your savings and investments in 2026 by making the most of your ISA allowance. As the 5 April deadline fast app...
20/02/2026

Maximise your savings and investments in 2026 by making the most of your ISA allowance. As the 5 April deadline fast approaches, our latest article explains:

✔️ why ISAs are more important than ever this year
✔️ the difference between Cash and Stocks & Shares ISAs
✔️ what changes are coming from 2027 and 2028
✔️ and how small, regular planning decisions can make a big long-term difference

👉 Read the full article to find out how to make the most of your ISA allowance before 5 April 2026.

https://www.ajbwealth.co.uk/how-should-you-use-your-isa-allowance-in-2026/

If you’d like help reviewing your own ISA strategy, we’re always happy to talk.

The one financial question everyone over 50 should ask:'Am I financially secure for the rest of my life?' Of course, for...
30/01/2026

The one financial question everyone over 50 should ask:
'Am I financially secure for the rest of my life?' Of course, for many people, the parallel question is: ‘When can I afford to retire?’

‘It may seem daunting to address such questions, but facing reality head-on is empowering for most people,’ says Paul Willans, Managing Director of AJB Wealth.

In our latest article, we look at how to gain clarity and move forward with confidence.

Read it here: https://www.ajbwealth.co.uk/the-one-financial-question-everyone-over-50-should-ask/

Merry Christmas and a Happy New Year from all of us at AJB Wealth. We were pleased to stumble upon this Christmassy pict...
23/12/2025

Merry Christmas and a Happy New Year from all of us at AJB Wealth. We were pleased to stumble upon this Christmassy picture of Alresford, reproduced here thanks to local artist Jonathan Chapman at Illustration by Jonathan. May your own festive break be as idyllic as the image he's created!

When researching our article on Christmas presents with lasting value, we were struck by the wealth of options on our do...
18/12/2025

When researching our article on Christmas presents with lasting value, we were struck by the wealth of options on our doorstep in Alresford and the surrounding area. Thank you Andrew Smith & Son Fine Art Auctioneers & Valuers and Laurence Oxley Ltd for your insights. D. Barker & Son Ltd is amongst others mentioned.

https://www.ajbwealth.co.uk/christmas-presents-with-lasting-value/

We were thrilled to receive these pictures from the Perins School Sports Tour to South Africa, with the rugby team looki...
12/12/2025

We were thrilled to receive these pictures from the Perins School Sports Tour to South Africa, with the rugby team looking particularly smart for a training session! It seemed fitting for us to sponsor this trip as there are two sides to AJB Wealth - our local clients in the UK and a long-term client base in South Africa, Zambia and Botswana. These pictures spark happy memories of our many visits there. Thank you Perins School for sending them.

Address

3 East Street
Alresford
SO249EE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 7pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441428774070

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