Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) Appleby Magna, Swadlincote, Derbyshire, DE12 7AS

First meeting at adviser's own cost

Response rating

9.0/10

12th November 2018

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

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance

Meet our advisers

Sharon Burton DipPFS

Director & Senior Financial Adviser

Qualifications & Accreditations Hide qualifications

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.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R04 - Pensions and Retirement Planning (CII)

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

R03 - Personal Taxation (CII)

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.

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

Where to find us

Appleby Magna, Swadlincote, Derbyshire, DE12 7AS

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
- Commercial for individuals
- First time buyers
- Flexible
- Overseas
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance

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

Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) 4.62 mi

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

See profile

DGS Chartered Financial Planners

Independent Financial Adviser 4.76 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) 4.83 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 5.14 mi

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

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.