With 12 years of Wealth Management experience, Taj has honed his skills and passion for financial planning, specialising in areas such as Investment & Retirement Planning, Estate & IHT Planning and Tax & Trusts. Coming from Adam & Company, Taj joined AAG with a passion to provide holistic Wealth Management solutions, bespoke to his clients and their families.
Building a trusting relationship with his clients, Taj is able to provide holistic advice to his clients, enabling them to make informed decisions about their financial futures.
Taj enjoys taking a long-term approach to financial planning on behalf of his clients, taking the time to listen to their current circumstances so that he can best understand and plan for their futures. Taj’s longer-term view about preserving and growing his client’s wealth puts his clients at ease, safe in the knowledge that their interests are well looked after.
Away from work, Taj enjoys spending time with his family and friends. He also likes to see the world and tries to travel as much as possible. He lives in West London with his wife.
“Taj Dhillon has been my Wealth Manager at AAG for a couple of years and I highly recommend him. He has spent a lot of time working out where my funds are best invested and has organised the drawing of funds from within my pension. He’s always friendly, helpful and positive! A good guy…”
TS, Private Client