Contact Us
admin@ajlife.co.uk
01702 987740
AJ Life
AJ Life was founded in 1996 to provide experienced advice and counsel to private and corporate clients alike. Pooling the resources of now over 100 years of experience in all matters financial, AJ Life still continues to offer bespoke, tailored planning and advice to all clients, new and existing.
We pride ourselves on building valuable long-term relationships with our clients, which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century. Our strength lies in the belief that professional qualification, honest endeavour and total impartiality are key to our clients' future. These attributes, coupled with the latest technology, enable us to provide first class solutions for our clients.
We believe that these basic concepts have led to so many of our clients coming to us by recommendation.
We strive to build long-term, mutually beneficial relationships with our clients, whether they are corporate or private.
Steve Day, Director / Financial Adviser
Steve’s first experience in the financial and investment arena was having won a number of Williams & Glynn sponsored National Fund Management competitions in the early 1980’s. From there, working for a number of Investment Management groups, venturing into direct retail advice in the late 1980’s. Steve has worked with individual private and corporate clients, both in the UK, Europe, Middle East and Far East. Steve’s focus for AJ Life is to serve and nurture private and corporate clients in the areas of personal and business planning. Steve’s ethos and approach is always to educate and coach clients, so as to empower them with greater knowledge and understanding of the choices and alternatives available to them in the planning process. Steve’s belief and approach with 30 plus years experience is that, simple and effective financial planning is readily available.
T: 01702 987740
Lauren Radbourne, Financial Adviser
Lauren has 11 years experience within the Financial Services Industry, beginning at a national customer service level. Lauren very quickly built up her knowledge and developed a skill set specific to the Advice and Paraplanning arena and provided technical Investment input to Financial Advisers, along with portfolio research and design. Lauren has successfully completed and qualified with a Level 4 Diploma in Financial Planning and CeMap and is able to provide advice to clients in the areas of Pension, Savings, Investment, Protection and Mortgages. Looking ahead Lauren plans to build on her qualifications by studying and sitting exams allowing her to advise on Specialist Pension Transfers and Equity Release.
T: 01702 987740
Dawn Darch, Compliance Support
Dawn has worked within Financial Services for 19 years, starting initially at an admin level and very quickly moving to a Compliance review function. Within Compliance Dawn has worked for 2 large Life Offices and an IFA network. The various roles have covered Compliance review, complaints investigation and conducting an audit function. The experience gained from the time within Compliance has enabled Dawn to support both advisers and also the management function within AJ Life providing support on technical compliance queries and also to assist the administration function in making sure all policies and procedures are ‘customer centric’ and fit for purpose.
T: 01702 987740
Christine Bull, Admin Assistant
Christine provides a great deal of administration support to both of the Financial Advisers within AJ Life, as well as dealing with client queries and enquiries. Since joining AJ Life in September 2015 Christine has built up a substantial knowledge of all areas of Financial Service, especially in Mortgage Administration and Auto Enrolment. Prior to joining AJ Life, Christine worked for Houlder Insurance Services Ltd, a Lloyds of London Broking house. Throughout her career, Christine has enjoyed client focussed roles and has developed a wide range of skills covering both customer service and technical issues.
T: 01702 987740
Andrea Kay, Technical & Tax Technician
Andrea joined AJ Life in November 2016 and is new to the retail Financial Service Industry. Prior to working with AJ Life, she was a civil servant for 29 years. In this role she dealt with National Insurance and Pension, UK Border Import sampling and duty calculations and 15 years dealing with Personal Taxation. This knowledge transfers over to Retail Financial Services very well and Andrea provides valuable technical taxation knowledge to the AJ Life team. The majority of Andrea’s roles have been in customer relations and she has a NVQ level 3 in customer service.
T: 01702 987740
Ellis Elvin, Apprentice Paraplanner
Ellis joined A J Life in 2020 and is working towards industry examinations via an Apprenticeship programme. Ellis is continually building on his knowledge within the Financial Services industry and is learning about portfolio's and portfolio construction. The long term view is that Ellis will become fully qualified and will take on a technical / paraplanning role within A J Life.
T: 01702 987740