Taj Johal — Independent Financial Advisor 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
- Inheritance Planning
- Tax Planning
Regulation
Taj Johal is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Taj Johal a regulated financial advisor?
Yes. Taj Johal is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Taj Johal offer?
Taj Johal offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Taj Johal based?
Taj Johal is an independent financial advisor based in West Midlands, East Midlands, serving the B, CV, DY, HR, ST, SY, TF, WR postal areas.
Does Taj Johal offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Taj Johal directly through their Trusted Advisor profile.
How do I book a meeting with Taj Johal?
You can book a free initial consultation with Taj Johal directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.