Ash Kotecha

DipPFS, CeMap, BSc(Hons) Financial Planning Consultant
Leicester Leicestershire

A financial services professional and member of the Personal Finance Society with over 10 years experience in the industry, including banking, mortgage advising and working as a Business Development Manager. Capitalising on his extensive knowledge and breadth of experience, he is able to bring a new perspective to any new challenge.

He is passionate about helping people make sound financial decisions and find financial well-being by planning for aspirations and providing solutions for the future.

In his spare time he enjoys swimming, keeping fit, cooking and travelling.

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.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
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