Ashmax Associates are delighted to be working with various forward thinking companies offering Independent Financial Planning services to employees on an in-house basis.
You now have access to independent and trusted financial advice whenever you need it in the following areas:
- Mortgages - Insurance & Protection (Life Cover, Critical Illness, Income Protection) - Wills & Trusts - Savings & Investments - 55Plans - (specifically for employees in their 20's, 30's and 40's - see below) - Pension Reviews (specifically for employees in their 50's+) - Tax Planning
Our most popular area of financial planning is for employees in their 20's, 30's and 40's who are serious about saving towards a more financially secure future lifestyle. This involves utilising tax-relief from savings and investments to provide a significant amount of money that can be accessed at 55 to give you more choices and possibly help towards:
- Paying off your mortgage early - Working less hours and reducing stress - Improving work/life balance - Providing additional income to do more of the things you enjoy
All initial meetings are at our cost and any fees for resulting research or recommendations will be explained to you and put in writing before they are implemented (with any preferential fee discounts applied). There is no obligation to proceed with any recommendations made.
All information will be kept on a strict and confidential basis.
Ryan has been in Financial Services for 8 years and has been a qualified adviser since 2013. Before then he enjoyed over 10 years within the recruitment industry and was a professional football player with West Ham. His hobbies include most sports, film and music and he enjoys spending time with his wife and young son.
Ashmax Associates have been appointed as the In-house Financial Advisers to various employers. All advice will be submitted in writing by Ashmax Associates.