Robert Grattage

Director & Senior Financial Adviser

Financial Advice Areas

Equity Release, Inheritance Tax Planning, Investments, Pension Sharing in Divorce, Pensions, Personal Financial Planning, Personal Protection, Trust Review Services.

Geographical Areas

Birmingham, Derbyshire, East Midlands, Leicester, Leicestershire, Liverpool, Manchester, Midlands, North Yorkshire, Nottinghamshire, Shropshire, Stoke on Trent, Warwickshire, West Midlands, West Yorkshire.

About Robert Grattage

I have been working in the financial services industry since 1991 and as a financial adviser since 1995. I joined Ashwood Law in 2000, became a Partner of Ashwood Law LLP in 2004 and a Director of Ashwood Law Wealth Management Ltd in 2016.

I give advice in a wide range of areas and specialise in Investment, Pension and Estate planning work. I am also qualified to provide advice in the area of Equity Release / Lifetime Mortgages.

Over the years I have developed a strong and loyal client base who benefit from quality financial advice and an excellent personal service.

My client base is spread mainly throughout the Midlands however I do have clients in many other parts of the United Kingdom.

Initial consultations are without obligation and the cost is borne by the company.

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.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

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