Ashwood Law Wealth Management

Financial Adviser (Restricted Whole of Market) School Lane, South Croxton, Leicester, LE7 3RT

First meeting at adviser's own cost

Response rating

9.0 /10

9th September 2019

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

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Mortgages
- Building your home
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 01530 658956 Recommend to a friend

Meet our advisers

Spenser Lees BSc(Hons), DipPFS, Certs CII (MP & ER)

Financial Adviser

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R04 - Pensions and Retirement Planning (CII)

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

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.

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.

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.

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.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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.

CF5 - Integrated financial planning (CII)

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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.

CF1 - UK financial services, regulation & ethics (CII)

This exam accesses understanding of the financial services industry including regulation and legislation.

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Where to find us

School Lane, South Croxton, Leicester, LE7 3RT

Make an enquiry

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 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.

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

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

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Make an enquiry Request a call back 01530 658956 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
Mortgages
- Building your home
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Minimum mortgage value

£125,000

Compliance

Make an enquiry Request a call back 01530 658956 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01530 658956 Recommend to a friend

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