Jason Ashman

Jason Ashman Email and Phone Number

Chartered Financial Planner, Director and Financial Planning Manager @ Henwood Court Financial Planning Limited
Solihull, GB
Jason Ashman's Location
Solihull, England, United Kingdom, United Kingdom
Jason Ashman's Contact Details

Jason Ashman personal email

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About Jason Ashman

Chartered Financial Planner and Director at Henwood Court - Chartered Lifestyle Financial Planners....dedicated to partnering with clients to identify, build and maintain the life they want to live, through our financial planning program – Financialsense® which guarantees to deliver complete financial organisation and control over tax, investment, pension, estate and multi-generational planning.Working with executives, business owners and highly paid professionals including:LawyersAccountantsDirectorsSpecialist in helping individuals to successfully transition both emotionally and financially from work to retirement, and helping retirees get the most from their retirement.In the 2019 Money Marketing & Moneyfacts Awards we were highly commended in the Retirement Adviser category, an achievement we are proud of, and short listed for the Professional Services Birmingham Business Excellence Awards.But don’t take our word for it – here what our clients have to say - https://henwoodcourt.co.uk/client-stories/ To explore if we can help you contact me – info@henwoodcourt.co.uk or call 0121 313 1370.

Jason Ashman's Current Company Details
Henwood Court Financial Planning Limited

Henwood Court Financial Planning Limited

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Chartered Financial Planner, Director and Financial Planning Manager
Solihull, GB
Employees:
27
Jason Ashman Work Experience Details
  • Henwood Court Financial Planning Limited
    Chartered Financial Planner, Director And Financial Planning Manager
    Henwood Court Financial Planning Limited
    Solihull, Gb
  • Henwood Court Financial Planning Limited
    Chartered Financial Planner, Director & Financial Planning Manager
    Henwood Court Financial Planning Limited Nov 2012 - Present
    Sutton Coldfield, Birmingham
    A business that gives senior executives and company directors the opportunity to organise their finances and plan confidently for an independent financial future.
  • Henwood Court Financial Planning Limited
    Chartered Financial Planner, Director & Financial Planning Manager
    Henwood Court Financial Planning Limited Nov 2012 - Present
    Sutton Coldfield, Birmingham
    One of the biggest problems people struggle to overcome is having the time, capability and motivation to get to grips with their financial affairs and ensure that they maximise opportunities, mitigate tax and devise a plan to achieve their business and personal ambitions.At Henwood Court we aim to provide clients with some quality timeout' within a relaxed, structured and supportive environment. We help clients answer the big life questions. Questions like:- What do I want to… Show more One of the biggest problems people struggle to overcome is having the time, capability and motivation to get to grips with their financial affairs and ensure that they maximise opportunities, mitigate tax and devise a plan to achieve their business and personal ambitions.At Henwood Court we aim to provide clients with some quality timeout' within a relaxed, structured and supportive environment. We help clients answer the big life questions. Questions like:- What do I want to do with what time I have left on this planet?- When can I afford to stop working, or reduce my time commitment to the business?- How much do I need to sell my business for and when?- What do I need to do to ensure that I never, ever run out of money?- Can I afford to send the children/grandchildren to private school, fund a property deposit or future wedding?- What do you need to do to ensure that my spouse and family are totally financially secure - whatever happens?It is only when you have a clear idea of where you are today that you can then move onto creating a financial plan designed to get you where you want to be. Show less
  • Chatfield Private Client Limited
    Director
    Chatfield Private Client Limited Jun 2010 - Sep 2012
    Chatfield Private Client Limited provides fee only financial planning advice to individuals, entrepreneurs and small business owners. Chatfield takes great pride in the level of service provided to clients and is known for the level of honesty, integrity and trust delivered.We are fiercely proud that we are independent and only charge fixed fees. Working on a fee only basis means we provide advice and expertise; we do not sell products. Technology is important in today's world… Show more Chatfield Private Client Limited provides fee only financial planning advice to individuals, entrepreneurs and small business owners. Chatfield takes great pride in the level of service provided to clients and is known for the level of honesty, integrity and trust delivered.We are fiercely proud that we are independent and only charge fixed fees. Working on a fee only basis means we provide advice and expertise; we do not sell products. Technology is important in today's world and our clients are able to access their portfolios online and on their mobile phones. Show less
  • Chatfield Private Client Limited
    Chartered Financial Planner
    Chatfield Private Client Limited Jun 2010 - Sep 2012
    Chatfield is proud that the directors are amongst the highest qualified advisers in the UK. Only around 7% of financial advisers are Chartered Financial Planners and less than 4% are Certified Financial Planners.
  • Chatfield Private Client Limited
    Financial Planning And Cashflow Modelling
    Chatfield Private Client Limited Jun 2010 - Sep 2012
    Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way… Show more Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way before. Have a look at the case study section on our website for more details of this approach. Show less
  • Birmingham Conservation Trust
    Trustee Director
    Birmingham Conservation Trust Nov 2011 - Apr 2012
    Birmingham
    Birmingham Conservation Trust is a charity which exists ‘to preserve and enhance Birmingham’s threatened architectural heritage and to promote an enjoyment and understanding of the City’s historic buildings’. Founded in 1978, Birmingham Conservation Trust is one of over 250 building preservations trusts in the UK. The Trust is managed by a Board of Trustees.The Trust is a registered independent charity and is funded from a mix of income generated by the sale or lease of… Show more Birmingham Conservation Trust is a charity which exists ‘to preserve and enhance Birmingham’s threatened architectural heritage and to promote an enjoyment and understanding of the City’s historic buildings’. Founded in 1978, Birmingham Conservation Trust is one of over 250 building preservations trusts in the UK. The Trust is managed by a Board of Trustees.The Trust is a registered independent charity and is funded from a mix of income generated by the sale or lease of restored properties and specific project management feesCurrent projects include:Newman Brothers Coffin WorksArchway of TearsYardley Cemetery LodgeHighbury HallRookery House Show less
  • Birmingham Conservation Trust
    Company Secretary
    Birmingham Conservation Trust Nov 2011 - Apr 2012
    Birmingham, United Kingdom
  • Self Financial Planners Limited
    Chartered Financial Planner
    Self Financial Planners Limited 1997 - Jul 2010

Jason Ashman Skills

Strategic Financial Planning Wealth Management Investments Financial Advisory Pensions Financial Services Retirement Planning Wealth Inheritance Tax Planning Investment Advisory Retirement Portfolio Management Investment Management Financial Planning Financial Planners Estate Planning Investment Strategies Trusts Mutual Funds High Net Worth Individuals Income Protection Asset Management Critical Illness Pension Funds Cash Flow Income Tax Asset Managment

Jason Ashman Education Details

Frequently Asked Questions about Jason Ashman

What company does Jason Ashman work for?

Jason Ashman works for Henwood Court Financial Planning Limited

What is Jason Ashman's role at the current company?

Jason Ashman's current role is Chartered Financial Planner, Director and Financial Planning Manager.

What is Jason Ashman's email address?

Jason Ashman's email address is ja****@****ent.com

What schools did Jason Ashman attend?

Jason Ashman attended University Of Aberdeen, London Metropolitan University, St Peter's Rc Comprehensive, Solihull.

What are some of Jason Ashman's interests?

Jason Ashman has interest in Raising One Young Daughter, Cooking At Home, Dimensional, Tax Planning, Birmingham City Football Club, Cashflow Planning, Financial Planning, Eating Out, Guinness, Laughter In General.

What skills is Jason Ashman known for?

Jason Ashman has skills like Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Pensions, Financial Services, Retirement Planning, Wealth, Inheritance Tax Planning, Investment Advisory, Retirement, Portfolio Management.

Who are Jason Ashman's colleagues?

Jason Ashman's colleagues are Till, Yvonne, Peter Roberts, Katherine Woolley, Stuart Pryor, Jason Ashman, Lisa Pietrzak (On Maternity Leave), Peter Robbins Advdipfa Imc.

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