Ashmax Associates is a family-based business offering independent and trusted financial advice. We believe that financial freedom and peace of mind allows you and your family to really enjoy the things that matter in life. We combine good, old-fashioned values with the latest cutting-edge technology to provide our clients with truly unique solutions through friendly, personable and jargon-free service.
There are two sides to pensions, one is if you have more than one pension, how do we know that particular pension is first of all going to provide income for when you retire, but also are you paying 3 x admin costs? Pension conversations are about long term retirement planning, what you need and when you need it and how you access it.
There are two sides to pensions, one is if you have more than one pension, how do we know that particular pension is first of all going to provide income for when you retire, but also are you paying 3 x admin costs? Pension conversations are about long term retirement planning, what you need and when you need it and how you access it.
Services
Ashmax Associates is an Appointed Representative of LJ Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. Ashmax Associates FCA Registration Number 723086 and LJ Financial Planning Limited FCA Registration Number: 429142 is entered on the Financial Services Register www.fca.org.uk/register.
We are delighted to offer a range of financial and wealth management services to new and existing clients. We are completely independent, so all advice will be unbiased and not restricted to any particular company or provider. We will research and recommend the best possible solutions for your needs and start with a free, no-obligation telephone conversation or face-to-face appointment.
Have you considered taking out a life insurance policy and if so, do you know if this is the type of insurance you need for your specific requirements? Do you know what you need this protection for and what your risks and issues are? Part of our expertise is to delve into these questions and understand what you really need, sometimes better than you understand yourself.
We can help with your wealth management objectives, whether that is protecting family wealth, growing assets, leaving a legacy, passing wealth onto future generations or looking at your retirement from a wealth planning perspective. We take a holistic view of your assets placing an emphasis on an objectives-based approach to management of your wealth.
We cannot overemphasise the importance of having a valid will in place. If you don't have a will, the law decides how your estate is passed on and this might not be in line with your wishes. Of course, it is possible to write a will yourself, but if you choose not to seek expert advice, you may find that despite your best intentions, the document is open to misinterpretation and ultimately not valid in the eyes of the law.
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