Ashwood Law Wealth Management
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care, Life Cover and Mortgages.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long Term Care
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Last authorised 9th May 2022
Meet our advisers
Mr Gerard Williams
Director & Senior Financial Adviser
Mr Robert Grattage
Director & Senior Financial Adviser
Mr Nick Trudgill
Director & Senior Financial Planning Consultant
Mrs Sharon Burton DipPFS
Director & Senior Financial Adviser
Mr Stephen Burton DipPFS
Director & Senior Financial Adviser
Mr Stan Bailey
Director & Senior Financial Adviser
What our clients say
"Very friendly all round, very professional. Everything explained in ‘easy to interpret’ way and nothing too much trouble. Excellent communication – via email, calls and texts. You have very friendly and approachable staff – regardless of how small a query – it is responded to very quickly, effectively and easily. Thank You."
Ms Scott, Leicestershire
"Never having previously any need for financial advice, I couldn’t have had a more professional, caring and helpful service."
Mrs Partridge, Leicestershire
"Clear, easy to understand info. Knowledgeable representative."
Mr E, Telford
"We have been with Ashwood Law for many years. We have an extremely good relationship with Steve who has provided excellent financial advice over the years. Trust is so important in financial matters and we trust both Ashwood Law and Steve totally. Many thanks for looking after our affairs."
Mr & Mrs Brady, Worcester
About us
The Ashwood Law name started out in 1982 as unincorporated Partnership ‘Ashwood Law’. Throughout the 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.
Where to find us
Head office address: Ashwood Law House, 7 Newton Road, Heather, Coalville, LE67 2RD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
