RoseDale

Ashley J Hewitt DipFA CertLTCi has over twelve years’ experience in advising “Pre” and “Post” retirement clients, the last nine years as a Specialist Elderly Client adviser. The main areas of his advice include; Care Fees Planning (incorporating Investment Planning), Retirement & Inheritance Tax Planning. Solving the twin problems of passing wealth to family and ensuring that care costs are met are occasions where clients seek his advice.

Ashley deals with a network of professionals ranging from Accountants, Age Concern (Age UK), Care Homes, Estate Agents, Solicitors and Estate Planners through to a Local Carers Association and even a local Friendly Society. 

Ashley is also a member of “Symponia” (a specialist organisation dedicated to providing Care Solutions) an Associate Member of The Society of Later Life Advisers (SOLLA – a specialist organisation promoting advice to elderly clients and jointly chaired by Tish Hanifan , one of only a handful of barristers that also specialise in this area), a member of The Chartered Institute Retirement & Care Faculty and a “Derbyshire Trusted Trader” (an organisation run by Derbyshire County Council and local Trading Standards which confers users with the additional reassurance that the business meets the highest professional standards)

Older and possibly more vulnerable client’s need a lot more time and care as they are often very nervous and worried and their requirements are very different.  Ashley prides himself in offering a personal service, approaching his work with understanding and empathy.  An annual review service is also available to ensure clients are updated with any changes in legislation, investment performance etc

 

Address
1 Rosedale View
Walton
Chesterfield
Derbyshire
S42 7HG

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