Response rating

9.0/10

18th September 2017

Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) Laurel Fields, Claybrooke Magna, Lutterworth, LE17 5BD

First meeting at adviser's own cost

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- 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
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed

Meet our advisers

Gerard Williams

Financial Planning Adviser

Qualifications & Accreditations Hide qualifications

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.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

IA - Investment Advice (CISI)

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Where to find us

About us

Ashwood Law Wealth Management has 35 years of experience in all aspects of financial planning.

Working with Solicitors and Accountants helps to give us a wide breadth of knowledge when planning for our client’s financial futures.

You can be assured that we will endeavour to provide you with the best solutions we can find for you in a timely manner.

To take advantage of our offers please contact us.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority do not regulate advice on tax planning and trusts.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- 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
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£20,000

Minimum mortgage value

£125,000

Contact options

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