BSc(Hons), DipPFS, CeMAP®, EFA
Independent Financial Adviser & Mortgage Consultant
Leicester
As an Independent Financial Adviser and Mortgage Consultant at Abacus Associates, based in Leicester, I bring over 20 years of experience in delivering clear, jargon-free financial advice to both personal and corporate clients.
My independent status empowers me to provide tailored financial planning solutions, selecting the best options from across the entire market to meet your unique needs. Over the years, my dedication to excellence has been recognised with numerous adviser awards and supported by glowing client testimonials, underscoring my commitment to helping clients navigate complex financial landscapes with confidence and clarity.
Areas of Expertise:
- Investment and Wealth Management
- Pension and Retirement Planning
- Lifetime and Later Life Planning
- Mortgages
- Wills and Power of Attorney
- Personal and Business Protection
I am dedicated to placing my clients at the heart of everything I do, operating with the highest level of integrity and transparency. My passion lies in helping clients understand their financial options and breaking down complex areas into approachable, clear solutions. Through bespoke recommendations and exceptional ongoing service, I strive to build successful, long-term relationships.
My goal is to guide clients through life’s inevitable and unexpected events, supporting them in achieving their aspirations and goals. By helping clients Create, Build, Protect, and Enjoy their Wealth, I empower them to navigate their financial journey with confidence and peace of mind.
Areas Covered:
- East Midlands
- West Midlands
- London area
Feel free to contact me for a chat.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Contact Ash Kotecha, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.