We do not reserve the word ‘wealth’ for the super-rich, we simply refer to it as the accumulation of resources, whether abundant or not. Our Wealth Management process considers all of your assets; Pensions, Savings and Investments, as well as your liabilities, for example your Mortgage. We look at how these can work together to formulate the most efficient strategy for your needs. This can be summarised by the phrase “the whole is more than the sum of its parts”.
In addition to any existing investments or pensions you have we look at the wider picture and your personal goals. We call this holistic financial planning. In order to construct an all-encompassing financial plan for you we will consider the eight aspects needed for long-term financial success:
Our client portal “Wealth Platform” provides a consolidated view of your wealth and gives you instant access to your information, securely, at any time, on any device.
With links to a full range of insurance companies, investment and pension providers, Wealth Platform is an extension of the relationship you have with us. It gives you the power to master your money and maximise your financial future.
If you’d like to learn more about how Wealth Platform can help you see everything all in one place, whenever you choose to, give one of our advisers a call or contact us.
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.