Nick Ashwell

WORK HISTORY

EDUCATION

SKILLS

ABOUT NICK ASHWELL

Expert Financial AdviceAs a Chartered Financial Planner with many years of experience, my role is to help individuals – whether you\'re a business owner, self-employed or employed – create and achieve their financial goals.Financial goals can be as simple as saving for your first home or holiday home, helping your children or grandchildren out on their financial journey, more efficient tax planning, getting to grips with your retirement planning or passing on your estate in a tax efficient manner.I help you navigate important financial life events such as divorce, marriage, changing careers, having children, extended career breaks, setting up and owning a business.It is vital to seek expert, qualified advice at all of these junctures as there are a myriad complex legal and financial considerations to take into account that will impact your future financial position and peace of mind.I work both alongside other professional service advisers including divorce lawyers, solicitors, accountants and tax advisers, to offer you a holistic plan to grow and protect your wealth. Financial Planning Services include: Retirement strategiesPension planning & managementCashflow modellingPension Sharing Orders Equity ReleaseLifetime MortgagesTax planningHigh earners tax planningFamily protectionInheritance Tax PlanningInvestment Planning including asset allocation and diversificationAsset Protection and Preservation Wills, Probate, Trusts and Lasting Power of AttorneyBusiness Owners & DirectorsWhether you have your own business or work for someone else, I can provide a bespoke solution to protect and grow your wealth.You are an expert in your field and likewise I am an expert in financial planning so you are able to place your trust in me and Ellis Bates and focus on running your business. Every forward-thinking business owner and Director needs to plan their own personal future, the future of their loved ones and the future of their business. We have a unique process designed to analyse, prioritise and reload our clients’ financial situation, aligning resources with goals and objectives.Free Initial Appointment If you’re interested in learning more or you’d like to discuss optimising your financial affairs, just message me and I\'ll be happy to tell you more.