Ashwood Law Wealth Management
9th July 2018
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 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
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
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
- Taxation planning
Long term care
Request a call back
Recommend to a friend
Meet our advisers
Director & Senior Financial Adviser
Qualifications & Accreditations
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
What our clients say
I have already recommended your company and services to several people. Excellent service from Stan Bailey.
“Thanks so much for that Stan. I know I keep repeating myself but you really have been such a great help and reassurance to us all over the last 12 months and I really can’t begin to thank you enough for all your support and consistent prompt and efficient attention to absolutely anything we ask. You have never made us feel like we are bothering you or being a nuisance, however often we ask. You really are a star!!
Many thanks once again and take care, all the best.”
“Good morning, just a quick thank you to Stan, he has been most helpful and thorough in completing my mother in laws estate financial aspects. He is always courteous and easy to contact and never fails to reply. He is a great asset to Ashwood Law.”
The Ashwood Law name started out in 1982 as unincorporated Partnership ‘Ashwood Law’. Throughout the last 36 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.