Jason Samuels DipFA CeMAP CeRER CeLTCI

Financial Planning Consultant

Financial Advice Areas

Annuities, Critical Illness Cover, Drawdown/Phased Retirement, Inheritance Tax Planning, Investments, Pensions, Personal Financial Planning, Personal Protection, Residential Mortgage Advice, Retirement Planning.

Geographical Areas

Birmingham, Derby, Northampton, Nottingham, West Midlands, Worcestershire.

About Jason Samuels

I can appreciate how important it is to find someone you feel comfortable with and who you can trust. This is why my services will give you the opportunity, and the necessary time you need, to learn more about how I can help you.

I believe your situation is unique and I take this into consideration at the planning stage when designing a financial plan suitable for you. I am passionate about financial planning and building long lasting relationships and take a great deal of satisfaction when my clients say how well I have understood them and the difference the advice has made to their lives.

Our simplified wealth planning process is designed to keep track of your plan every step of the way and will continue with an ongoing service, if you choose this.

I joined Ashwood Law Wealth Management after 13 years in financial services because of the company’s ethics and commitment to offer honest advice to each client.

I successfully completed the Level 4 Diploma qualification in Financial Advice in 2012 and will be continuing my studied towards being Chartered Adviser Status. In 2017, I attained the CII Pension Update qualification to better inform clients on the new pension freedoms when accessing pension savings. In addition to this I am qualified to advise on Mortgages, Equity Release and investing for Long Term Care needs.

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

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

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