Company Information

Get to know AJ Financial Planning

Established in 2007, AJ Financial Planning Ltd is an independent firm of Chartered Financial Planners located in Bath, UK. The company is dedicated to building long-term client relationships by providing clear, impartial, and professional financial advice. As a Chartered firm, it upholds a high standard of excellence and ethics, specializing in retirement planning, investment management, and holistic financial planning to help clients achieve their financial objectives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AJ Financial Planning

Australia

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.