Taj Johal — Financial Adviser in West Midlands, East Midlands
About Taj Johal
Taj Johal is a Wealth Management Consultant at Mattioli Woods, where he helps individuals, families and business owners cut through financial complexity to make confident, well-informed decisions. He believes the best financial advice isn't about overwhelming clients with options—it's about bringing clarity, creating a clear path forward and helping people focus on what matters most to them and the people they care about. Taj began his career in financial services in 2012, advising individuals and business owners on protection and business planning before joining Mattioli Woods in 2016. Since becoming a Wealth Management Consultant in 2019, he has developed a holistic approach that brings together retirement planning, pension strategy, investment management, inheritance tax planning and business exit planning. Rather than treating these as separate conversations, he believes the best outcomes come from understanding how every part of a client's financial life fits together. Known for his relationship-led approach, Taj takes time to understand each client's ambitions, family circumstances and long-term objectives before building tailored financial strategies that evolve as life changes. He has a particular interest in helping families prepare for the transfer of wealth between generations, ensuring financial plans are designed not only for today's needs but for future generations as well. A graduate of the University of Central Lancashire with a BA (Hons) in International Business and Economics, Taj is passionate about making complex financial concepts accessible. Outside of work, he is a father of two who enjoys staying active and values the balance between family, health and financial security—principles that shape the advice he gives every client.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Inheritance Tax Planning
- Investment Management
- Pension Planning
- Business & Exit Planning
- Holistic Financial Planning
- Protection Planning
Regulation
Taj Johal is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Taj Johal an FCA-regulated financial adviser?
Yes. Taj Johal is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Taj Johal offer?
Taj Johal offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Taj Johal?
Fees vary depending on the service, the complexity of your situation and the assets involved. Taj Johal will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Taj Johal is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Taj Johal?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Taj Johal directly through the contact form.
Does Taj Johal work with clients outside West Midlands, East Midlands?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Taj Johal is based in West Midlands, East Midlands but you can confirm preferred meeting locations and video options when you book your initial call.