Name: Robert Grattage
Director & Senior Financial Adviser
Main Areas covered:
Birmingham, Derbyshire, East Midlands, Leicester, Leicestershire, Liverpool, Manchester, Midlands, North Yorkshire, Nottinghamshire, Shropshire, Stoke on Trent, Warwickshire, West Midlands, West Yorkshire
- Equity Release
- Inheritance Tax Planning
- Pension Sharing in Divorce
- Personal Financial Planning
- Personal Protection
- Trust Review Services
Phone: 01530 267150
I have been working in the financial services industry since 1991 and as a financial adviser since 1995. I joined Ashwood Law in 2000 and became a Partner of the firm in 2004.
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.
What our clients say:
“We have had excellent service from Ashwood Law over a number of years & particularly value Robert’s advice. He is always well prepared for our visits, sensitive to our needs & thoroughly professional.”
Mr & Mrs Paxton
“Receptionist very polite and prompt. Robert is easy to talk to and explains things clearly.”
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax planning is not regulated by the Financial Conduct Authority.
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