Ashwood Law Wealth Management

Restricted - Whole of Market  Laurel Fields, Claybrooke magna, Leicestershire, LE17 5BD
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
9.2/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Gerard Williams
Director & Senior Financial Adviser

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 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.

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 investment products and the risks involved.

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

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

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

About us

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 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: Laurel Fields, Claybrooke Magna, Lutterworth, LE17 5BD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
9.2/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 3.4 mi
I offer 20 years experience helping private clients step through the life-stages of their finances. This can be by accumulating assets in readiness for retirement, and then making that plan become a reality. Investing can be part of a larger Wealth strategy which requires a professional investment portfolio plan. I will make the complex aspects of financial planning understandable and enjoyable. I understand that there is no substitute for providing a trusted relationship with integrity and professionalism - and that is what I offer, with the stability of building a long-term relationship. I am also a Long Term Care expert and provide the security of lifetime advice and beyond, with Legacy planning being a specialist area supporting the next generation.
 
Independent Financial Adviser 3.5 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 3.99 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
Independent Financial Adviser 4.26 mi
Creating, managing and protecting your wealth the intelligent way