Ashwood Law Wealth Management
10th June 2019
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, Life Cover and Mortgages.
We can advise you on
- Buy to let
- Equity release
- First time buyers
- High loan to value
- Home reversion
- Self build
- Self employed
- Ethical investments
- Investing for income
- Investment trusts
- Offshore investments
- Socially responsible investments
- Unit trusts
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Long term care
Make an enquiry
Request a call back
Recommend to a friend
Meet our advisers
Director & Senior Financial Adviser
Qualifications & Accreditations
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
What our clients say
“Professional, efficient service. Affable people.”
"I have already recommended your company and services to several people. Excellent service ..."
Where to find us
Ashwood Law House, 7 Newton Road, Heather, Coalville, Leicestershire, LE67 2RD
Make an enquiry
The Ashwood Law name started out in 1982 as unincorporated Partnership ‘Ashwood Law’. Throughout the last 35 years the business has evolved and Ashwood Law Wealth Management Ltd was incorporated in 1998 as a new name for its Financial Planning advice business.
You can access professional financial advice whatever your personal or business requirements through Ashwood Law Wealth Management Ltd. They are registered with the FCA and have vast experience in all aspects of financial planning. They are also recognised as a leading Financial Advice firm, working in conjunction with Solicitors and Accountants.
Free initial Financial, Investment and Pension Health checks are available.
Our clients say we explain things very clearly so they find the financial advice easy to understand, and we have a friendly and professional attitude.