Ashley Independent Financial Advisers

Who We Are

Ashley Independent Financial Advisers is a highly respected and established firm of independent financial advisors based in the Midlands. We take a holistic approach to wealth management, working with individuals and businesses to create tailored financial plans that align with their unique goals and circumstances.

Our Values

Our core values guide everything we do:

• Integrity: We are committed to transparency and ethical practice in all our financial advisory engagements.
• Professionalism: We leverage our expertise and experience to provide insightful financial guidance.
• Client-Centricity: We prioritize understanding your financial aspirations and concerns to offer solutions that genuinely enhance your financial well-being.
• Transparency: We believe in clear and open communication to maintain a strong and trusting relationship with our clients.

Our Services

We offer a comprehensive range of services across various financial areas, including:

Wealth Management

• Comprehensive wealth assessment and goal setting
• Investment portfolio management
• Retirement planning and preservation
• Tax planning and optimization

Retirement Planning

• Comprehensive pension reviews and valuations
• Individual Pension Scheme (IPS) guidance and setup
• Flexible retirement planning strategies

Savings and Investments

• Regular review and optimization of your savings plans
• Guidance on diverse investment options
• Asset allocation and risk management

Personal and Business Protection

• Insurance planning for both individuals and businesses
• Risk assessment and mitigation strategies
• Business continuity and succession planning

Health Insurance

• Comprehensive evaluation of your healthcare needs
• Guidance on choosing the right health insurance plans
• Assistance with claims and billing issues

Our Approach

We believe in a collaborative and tailored approach to financial planning. We take the time to understand your individual needs, goals, and concerns to develop a personalized plan that aligns with your unique circumstances. We then work with you to implement and monitor your plan, ensuring it remains effective over time.

Working in Partnership

We are proud to be members of In Partnership, a network of experienced Financial Advisers throughout the UK. This association allows us to stay at the forefront of industry knowledge and regulations, ensuring that we can provide our clients with the highest quality advice and service.