Our job is to give you advice, not sell you products. We are independent which means we do not need to offer you products from one source, we can source products from the whole of market. Richard has been a financial adviser for more than 35 years. He has held senior managerial positions with SunAlliance, Templeton Life and GAN Financial Management.
He holds the Diploma in Financial Planning from the Chartered Insurance Institute and is a member of the Personal Finance Society. Ashley Independent are members of the In Partnership network that has a membership of Financial Advisers throughout the United Kingdom. Being part of the In Partnership ensures we are up to date with the latest financial legislation and ensures we put clients' interests first.
He holds the Diploma in Financial Planning from the Chartered Insurance Institute and is a member of the Personal Finance Society. Ashley Independent are members of the In Partnership network that has a membership of Financial Advisers throughout the United Kingdom. Being part of the In Partnership ensures we are up to date with the latest financial legislation and ensures we put clients' interests first.
Services
Primarily it is about keeping the money you have made or invested. It is about making sure your capital or money is invested in a variety of financial instruments to deliver income or capital growth or even capital preservation. Assets need to be protected against the potential threats of capital erosion often caused by inflationary pressures, taxation system, and the many systemic market and investment risks which impact on most asset classes.
There are numerous tax efficient ways of providing for a comfortable retirement. The area can be complex so we help you make sense of this and plan for a financially secure retirement. When you retire you still need food, heating and shelter as an absolute minimum, but many individuals will still wish to maintain their lifestyle to which they are now used to living.
There are a bewildering range of savings and investment vehicles available to the private investor, covering all categories of risk. We make sense of this in plain and simple language. 1 To build up some money - savings - that can be used, for example, to make a large purchase such as a car, holiday or school fees.
Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. The type of Life Assurance and the amount of cover will depend on an individual's particular circumstances and requirements. There are two principle types of life assurance policy in existence which are used for protection.
It provides long-term financial protection when you are ill and therefore cannot work or even run your business. It can have serious financial impact on families! Critical illness: The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.
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