Mountsorrel 0116 235 2244
Hinckley 01455 266106
Financial Services

As trusted partners we regularly get asked for proactive tax planning and financial advice. Unfortunately, the Financial Services Authority prohibits us from providing such advice. Rather than turning our clients away, however, we have forged partnerships with reputable professional advisers in order to enable us to help meet this need.

Further Financial Advice
Investments & Savings
Whether you want to invest a lump sum or arrange regular savings, we provide initial and ongoing advice and recommendations for a range of on and off shore accounts.
Company Protection
You've worked hard to make your business a success. We can help you protect your business from whatever the future may hold through discussing and arranging the best cover and planning for your company.
Retirement Planning
Whether you have existing pension accounts or are looking to establishing new forms of regular or lump sum savings, our highly qualified pension expert offers advice on a range of pensions and alternative vehicles.
Personal Protection
We provide advice and recommendations on a variety of protection products and will find the best cover for your particular situation.
Tax Planning
Pass your wealth to your chosen beneficiaries rather than the taxman. Inheritance Tax can claim 40% of your wealth. We offer services to help you arrange your wealth to benefit those whom you decide.
Residential Funding
If you're looking to arrange a mortgage or borrow for another reason, we can provide advice on a range of products and find the best option for your needs.
Bank Funding
We have many contacts at various banks and finance providers. We therefore can liaise directly with the provider to maximise funding potential.
Legal Advice
We have links to a local firm of solicitors who can assist with all legal matters.

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Important Information

Ask Accountancy Limited or its directors are not authorised under the Financial Services and Markets Act 2000.