About Us
 
Ajay K. Mahan BA (Hons.) DipPFS CFP
Managing Director, Cornerstone Wills & Trusts Limited

Originally from an accountancy background, Ajay has over 20 years experience in financial planning. He is a Certified Financial Planner specialising in tax, trusts and investment planning with a focus on both private clients and entrepreneurial business owners. He is independently ranked in the top 1% of all financial advisers worldwide. Ajay is an international speaker who lectures on complex tax, trust and investments issues in an easily understandable and entertaining way. Ajay advises several Plcs and national household names.

Ajay’s corporate philosophy is to assist his clients to achieve true financial independence and total asset protection - not simply in their lifetime but for their future generations. The team at Cornerstone is dedicated to helping its clients achieve their financial objectives. Prior to meeting, these objectives can often lack clarity with little understanding of how desired outcomes can practically be achieved.

The team at Cornerstone strive to exceed expectations whilst remaining responsive to their clients’ individual needs. Through this commitment to excellence and integrity, Cornerstone aims to be the professional adviser of choice for its clients. Cornerstone’s clients come from a variety of sources including referrals from accountants, solicitors, existing clients and seminars.

The estate planning reports developed by Cornerstone are designed to address its clients’ most important financial aims.
 
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