AJB Wealth

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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.

Which retirement pot should you spend first?Retirement isn't just about pensions, ISAs and tax allowances. It's about ha...
09/10/2026

Which retirement pot should you spend first?

Retirement isn't just about pensions, ISAs and tax allowances. It's about having the confidence to enjoy the things you've worked hard for, whether that's travelling, spending time with family or whatever else takes your fancy.

The challenge is deciding how to turn your savings into sustainable retirement income.

In our latest article, we explore how pensions, ISAs and investment accounts can work together in a way that allows flexibility in later years.

The article also includes an illustration showing how different withdrawal strategies can produce very different outcomes over time.

Read the full article here: https://www.ajbwealth.co.uk/how-to-draw-income-efficiently-in-retirement/

Local community and business leaders answer the question: what financial advice would you give your younger self? AJB We...
22/09/2026

Local community and business leaders answer the question: what financial advice would you give your younger self?

AJB Wealth recently sponsored the Perins School Sports Tour to South Africa, and it prompted us to compile this latest article. The answers were diverse, and highlighted both successes and those times when harder lessons were learned. Good financial habits were only part of the picture.

Read the full article here: https://www.ajbwealth.co.uk/financial-advice-wed-give-our-younger-selves/

With thanks to our contributors: Catherine Hockley of Andrew Smith & Son Fine Art Auctioneers & Valuers, Kate Houldsworth of KH Nutrition Coaching and Hampshire Business Networking, Jane Longworth of K J Smith Solicitors, Mark Nevola of Perins School, Chris Ray at Branta, Gordon Thoday of Hellards Estate Agents, Nicky Mowat and Paul Willans of AJB Wealth.

Get in touch with AJB Wealth direct to explore your own financial planning and investment management options.

Cryptocurrency: what is it, and should it form part of your financial plan?Our latest article explains:• What cryptocurr...
15/07/2026

Cryptocurrency: what is it, and should it form part of your financial plan?

Our latest article explains:
• What cryptocurrency actually is
• Why it's attracted so much attention
• The key risks investors should understand
• How crypto-assets might fit into a wider financial plan

Importantly, this isn't about encouraging investment. It's about helping you make informed decisions and understand where crypto sits alongside more traditional investments.

👉 Read the full article here: https://www.ajbwealth.co.uk/cryptocurrency-explained-risks-realities-and-common-questions/

At AJB Wealth, we believe good financial planning is about helping people make the most of life.For many, that includes ...
29/06/2026

At AJB Wealth, we believe good financial planning is about helping people make the most of life.
For many, that includes enjoying good w**e.
Our latest article looks at why now could be a particularly interesting time to buy quality w**es. With insights from Gareth Groves of Stone, Vine & Sun, we explore some of the regions offering particularly good value today.
This isn't about investing in w**e – it's about the pleasure of discovering, collecting and sharing great bottles, with any increase in value simply an added bonus.
Read the full article here: https://www.ajbwealth.co.uk/w**e-for-pleasure-with-an-eye-on-value/

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/

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

Website

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