Ashwood Law Wealth Management
23rd April 2018
For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
We can advise you on
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Ethical investments
- Investing for income
- Investment trusts
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
- Taxation planning
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Long term care
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Meet our advisers
Sharon Butter BA (Hons)
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
What our clients say
"Sharon is a friendly individual, only too willing to answer any queries, doesn't rush you into making decisions, and explains everything in a clear, down to earth way, without any unnecessary legal jargon."
” I feel I can always ask questions, no matter how stupid, and I will get an honest answer. I like it that she is so smart but not at all intimidating. I don’t have vast wealth but It helps to know I am not alone in trying to manage it.”
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 consultations 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.