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At ASK Wealth Management Ltd. we offer a fully independent financial advice service and specialise in Inheritance Tax Planning along with the management of clients investment and pension funds. We provide a unique quarterly review service where clients can become involved in their investments to whatever degree they feel comfortable. At the very least you, as a client, would have quarterly reports either e-mailed or delivered personally to you, to enable you to keep track of your progress to your financial goals. We have a unique process "The Personal Wealth Plan" which tracks your goals through your working life and ensures that we are focused on what matters to you, your family and your business. If you are a new or existing business we can also arrange finance at competitive rates and have contacts within this arena to make life easy for you to arrange finance to boost your business to the next level. We source residential and commercial mortgages and once you are a client we will contact you six weeks before your current mortgage deal ends so yu are ready for the next deal before the cost rises !? If you want Impartial Independent Financial Advice remeber, JUST ASK !!! Andrew Cartwright Cert PFS??????? ?E-mail andrew@askwealthltd.com Director Tel 01926 866611 |