Ashwood Law Wealth Management

Restricted - Whole of Market  Ashwood Law House, Heather, Leicestershire, LE67 2RD
First meeting at adviser's own cost
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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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Frank Gao
Senior Financial Adviser

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

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.

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.

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

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.

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.

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.

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

What our clients say
"I have already recommended your company and services to several people. Excellent service ..."
Mr Sadler, Solihull
“Professional, efficient service. Affable people.”
J.O., Derbyshire
About us

The Ashwood Law name started out in 1982 as unincorporated Partnership ‘Ashwood Law’. Throughout the last 38 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, Leicestershire, LE67 2RD
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    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.

Response rating
9.0/10
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FCA authorised
Last authorised 28th September 2020

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