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Financial Advice

Financial Advice from Welford Place Wealth Management

Managing your money can sometimes be a headache and the huge choice of financial products that are now available can often be confusing. Welford Place Wealth Management can offer you truly professional financial advice.  

They can help with:  

·        Investments

·        Mortgages

·        Pensions

·        Retirement Planning

·        Inheritance Tax Planning

·        Long Term Care

·        Life Assurance

·        Insurance

·        Household/Contents Insurance

·        Buildings Insurance  

The range and complexity of financial products available today mean that few people have the time and resources to keep abreast of all the options, or the expertise to choose between competing products. Professional financial advice can help you progress from where you are today to where you aim to be in the future.  

The value of investments and pensions and the income they receive can fall as well as rise. You may get back less than you invested.  

Your home may be repossessed if you do not keep up repayments on your mortgage.  

Inheritance Tax Planning is not regulated by the FCA.  

Welford Place Wealth Management is a trading style of Ashwood Law Professional Link (JVC1) Limited who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited.

Ashwood Law Professional Link (JVC1) Limited registered address Ashwood Law House, Newton Road, Heather, Leicestershire, LE67 2RD, Registered in England & Wales. Company registration 04667146  

Bray & Bray are part owners of Ashwood Law Professional Link (JVC1) Limited, using the trading style Welford Place Wealth Management, and we would be very pleased to introduce you to them if you wish. Welford Place Wealth Management is not regulated by the Law Society.  Customers of Welford Place Wealth Management are therefore protected by the Financial Services and Markets Act rather than the statutory protections attaching to the clients of a Solicitor’s practice.

Contact Our Wills and Probate Team    

Contact us to discuss any enquiries you may have or feel free to pop in and see us at your local office by clicking on the links below: 

Leicester call us on 0116 254 8871.

Hinckley call us on 01455 639 900.

Market Harborough call us on 01858 467 181.  

 

Bray & Bray are not authorised by the FCA. We are allowed to provide only certain limited services in relation to investments, in respect of which we are regulated by Solicitors Regulation Authority (who operate a complaints and redress scheme), and we may refer you to an authorised person in any event. We would therefore recommend that you allow us to refer you to Welford Place Wealth Management or another firm of Financial Advisers, if you prefer.

Bray & Bray's experts don't just dip in and out of different areas of law – all our lawyers specialise in certain areas and have the knowledge and confidence to take on any kind of case in their area of law. Contact us and we'll work alongside you from start to finish.

We know that when our clients are dealing with a stressful legal situation the last thing they need is to be confused by jargon, or made uncomfortable by stuffy professionals. Our plain speaking transparent approach puts people at ease and we're really proud of it.

We offer a complete range of legal services, from personal injury to family law, criminal defence and immigration. We have expert teams of lawyers working in all legal areas, and you'll never work with anyone who isn't fully versed in the relevant laws.

We're based in Leicester and the county but we serve clients nationwide, so don't hesitate to get in touch if you're based some distance away. We do everything we can to make things simple for clients based elsewhere – we'll keep in touch via phone and email, and we'll come and visit you should we need to.

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