Our Services

Wealth planning & advice

Killicks Wealth Management is a trading style of Ashwood Law Professional Link (JVC1) Ltd which is an appointed representative of Ashwood Law which is authorised and regulated by the Financial Services Authority to provide independent financial advice on a range of investment services.

Where in the world can you get financial advice you can really trust?

If you are looking for unbiased advice, backed by reliable investments, then you should spend some time looking at our proposition.

Financial Advice has developed so much over recent years that it now covers a huge spectrum of financial planning opportunities. Many of these areas are becoming increasingly complex. All the more reason why you need to find an adviser you can work with.

Putting your interests first
If your relationship with your financial adviser is successful, you'll work together for many years. That's why Killicks Wealth Management ensures it is genuinely good to deal with. We're truly dedicated to staying with you for the longer term, not simply because it's in our interests, too.

Whatever your financial goals or personal circumstances, the service has been designed to give you the information and advice you need.

Delivering tailored financial solutions
We are dedicated to helping you achieve your financial and life goals by recommending excellent solutions and products from trusted institutions whether they are UK based or offshore. To that end, we've spent many years seeking solutions we are happy to recommend, as well as financial partners that share our vision and priorities.

As a firm, we do not have 'a typical client', nor do we have a single style of delivering advice. Our clients encompass a wide and diverse range from all walks of society, income levels and asset bases, and our advice ranges from the provision of specific investment advice, to a more holistic approach to a person's financial planning.

We also provide flexibility in the way we are paid for the advice we give and the work we do, so if like us you have a preference for fees rather than the more traditional approach of taking commissions on products sold, we can accommodate you.
In meeting new clients we will look to conduct a comprehensive analysis of their circumstances. By establishing in detail your aims and objectives, and thoroughly understanding your current situation, we provide advice on strategy the products and services that will help you reach your goals.

Killicks Wealth Management is a trading style of Ashwood Law Professional Link (JVC1) Ltd. (Registered Number 4667146, Registered in England & Wales) which is an appointed representative of Ashwood Law, which is authorised and regulated by the Financial Services Authority.

We normally derive our income from commission paid to us by life assurance companies and the operators of collective investment schemes through which investments are made. We shall tell you the amount of commission payable to us on any such investment.

If we receive a commission or other form of benefit from the issuer of a security or from another intermediary, we will inform you, but we will not tell you its amount unless you ask us to do so.

Alternatively, if you or Ashby Wealth Management propose to operate on a fee basis, we will agree its basis, frequency and method with you in writing before we carry out any chargeable work. Should we receive commission from any third party in relation to transactions arranged for you, we may offset the amount received against any fees due.

In respect of any regular premium policy which we may recommend, should you subsequently cease to pay premiums on the policy, Killicks Wealth Management may be obliged to refund the commission that has been paid to us. As such, for a period of up to four years after commencement of the policy, we reserve the right to charge you a fee representing the amount we have to repay. The fee will not be charged, however, if you exercise your right to cancel in accordance with the Cancellation Notice sent to you by the life company.