Aspect8 is a multi-award-winning Chartered financial planning firm, the gold standard in financial advice.  We’ve been helping people like you make the most of their money since 1993. We offer impartial wealth management services to help you on your journey to long-term financial security.

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The 8 aspects of wealth management

There is more to wealth management than investing in stocks or property. We take a holistic approach, considering your lifestyle and priorities alongside the eight crucial aspects of financial success that gave our company its name:

Savings | Investments | Mortgages | Income Protection | Taxation | Pensions | Protection | Trusts

 

More on the 8 aspects

Our five-step process

  1. Determine your financial condition: our mission is to fully understand your circumstances, goals and risk tolerance in order to build a long and effective relationship. As a chartered wealth manager, we meet the highest levels of professional standards and take time to get to know you before we make any recommendations.

 

  1. Formulate a tailor-made strategy to help you pursue your goals: we’ll build an objective asset-allocation that is positioned to deliver against your specific aspirations, helping you make the investments aligned to your personal circumstances.

 

  1. Select the appropriate options for looking after your money: we’ll explore the full range of options on the market and find the investment providers and investment products best-suited to your financial plan.

 

  1. Monitor your portfolio: we’ll review your wealth management plan regularly and rebalance your portfolio quarterly, or when your life circumstances or priorities change, to avoid unwanted surprises.

 

  1. Document results: we’ll discuss your portfolio with you and explain your results at least once a year, making sure you understand your options and feel confident about your choices.

Chartered, award-winning service

Our Chartered status means that we are committed to putting you first, with a team whose values align with the highest professional standards. It means we are always at the forefront of our field, because we invest in people who maintain their knowledge and never rest on their laurels.

Our team are committed to ongoing development, so together we have the expertise to guide you, no matter where your journey takes you.

We’re passionate about getting the best possible result for our clients, and we have the record to prove it. We are proud to have won Leading Adviser Business for the seventh year running at the UK Platform Awards 2019.

Find out more about our awards

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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Aspect8 Ltd is a chartered member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.