Response rating

10/10

18th September 2017

Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) Ashwood Law House, 7 Newton Road, Heather, Coalville, Leicestershire, LE67 2RD

First meeting at adviser's own cost

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- 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
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Long term care
- Long term care

Meet our advisers

Frank Gao

Director & Senior Financial Adviser

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement 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.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

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.

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.

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.

What our clients say

I have already recommended your company and services to several people. Excellent service ...

Mr Sadler, Solihull

Where to find us

About us

Ashwood Law Wealth Management has 35 years of experience in all aspects of financial planning.

Working with Solicitors and Accountants helps to give us a wide breadth of knowledge when planning for our client’s financial futures.

You can be assured that we will endeavour to provide you with the best solutions we can find for you in a timely manner.

To take advantage of our offers please contact us.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority do not regulate advice on tax planning and trusts.

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- 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
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Contact options

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