Good financial planning should focus on one thing – your future. At Aspect8 we consider every element of your circumstances – your goals, your attitude to risk, and your existing investments – to design your bespoke financial plan.
Our years of experience help deliver the best possible outcomes for individuals, organisations, trustees and charities. Our company name was born from the 8 fundamental Aspects that should be considered for long-term financial success.
These are: mortgages, income protection, protection, savings, investments, taxation, pensions, trusts. We believe these principal components are interrelated and must be analysed together.
We work for you. We work hard to help you understand your finances and how they fit into your life. Our approach is all-encompassing. We review your existing portfolio where you have one and assess it against a deeper financial plan that best meets your long-term objectives. As part of this we will consider the 8 Aspects of mortgages, pensions, protection, income protection, savings, investments, taxation and trusts.
The process of getting to know you forms the beginning of a long and effective relationship. We establish your circumstances and situation, your aims and aspirations, and your tolerance for risk. Only then can we formulate a strategy that is positioned to deliver. Taking the time to explain things is crucial. You should understand your options and feel confident you are making the right choices.
Determine your financial condition, goals and risk tolerance
Formulate appropriate asset allocation for your circumstances
Select suitable investment wrappers and implement the wrapper and investment strategy
Monitor your portfolio, regularly review your objectives and constraints and rebalance accordingly
Document results and discuss them with you at least once a year
We are independent. We provide you with impartial, objective financial advice. We pursue a “whole-of-market” approach via Best Practice – our network that promotes exceptional governance and standards through the provision of backup resource, training and support.
Best Practice has relationships with the majority of insurance companies, investment houses, pension providers and retail investment platforms. We use Best Practice to provide a bespoke service for you through a diverse choice of products and services at rates usually reserved for large institutional investors.
We are proud to have won the award for Leading Business Adviser at the UK Platform Awards 2018. To find out more about our awards, click here.
Broadlands Business Campus
Tel: 01403 331400
Telecom House (5th Floor)
125 - 135 Preston Road
Tel: 01273 229111
1 Falcon Court
73 College Road
Tel: 01622 662 636
Tel: 01962 856290
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.