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

Response rating

9.1/10

10th December 2018

For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, Life Cover and Mortgages.

We can advise you on

Mortgages
- Buy to let
- 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
- 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

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.”

J.O., Derbyshire

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

Mr Sadler, Solihull

Where to find us

Ashwood Law House, 7 Newton Road, Heather, Coalville, Leicestershire, LE67 2RD

About us

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 services

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.

Compliance

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

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

We can advise you on

Mortgages
- Buy to let
- 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
- 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

Compliance

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

Contact options

Similar advisers near you

DGS Chartered Financial Planners

Independent Financial Adviser 4 mi

Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.

See profile

Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) 4 mi

For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life/Income Protection, Key Person Assurance and Share Protection.

See profile

I I B Financial Services

Independent Financial Adviser 4.35 mi

Local advice with nearly 60 years of experience between the 2 advisers.

See profile

Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) 4.62 mi

For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life Cover and Mortgages.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.