Ashwood Law Wealth Management
16th September 2019
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Life/Income Protection, Key Person Assurance and Share Protection.
We can advise you on
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
- Ethical investments
- Investing for income
- Investment trusts
- Socially responsible investments
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
Make an enquiry
Request a call back
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Meet our advisers
Glenn Dennis PFA
Senior Financial Adviser
Qualifications & Accreditations
Unit 3 - Personal Taxation (SQA)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
Unit 1 - Financial Services, Regulation and Ethics (SQA)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Unit 2 - Investment Principles (SQA)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
Unit 4 - Pensions and Retirement Planning (SQA)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Unit 5 - Financial Protection (SQA)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
Unit 6 - Application of Professional Financial Advice (SQA)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Diploma in Professional Financial Advice (SQA)
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
What our clients say
“Never under estimate Critical Illness Cover.”
Some years ago, on the advice of my Financial Advisor, Glenn Dennis of Ashwood Law, Heather, I took out critical illness cover, generally thinking I didn’t see the point, but now I am so glad I did!
A few months ago I suffered a major heart attack with no warning signs. I contacted Glenn and could not believe how quick and easy it was to claim on my policies, no fuss, completed necessary forms and within 14 days the money was in my account.
What a bonus, so glad I took Glenn’s advice, critical illness cover may not be for the here and now, but consideration for the future. When money becomes tight these policies make life easier in difficult circumstances.
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.