Aspect8

Independent Financial Adviser Church Lane, Buxted, East Sussex, Uckfield, TN22 4LL
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
We are totally client focused, our mission statement being simply.... 'No compromise'
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Tony Batt
Wealth Manager
Where to find us

Church Lane, Buxted, East Sussex, Uckfield, TN22 4LL

Contact us
About us

Aspect8 is an multi award winning firm of Chartered Financial Planners. We blend cutting edge technology, holistic financial planning and discretionary fund management to deliver what we believe is the best absolute wealth management proposition in the UK.

Originally established in 1993 the company has grown and developed attracting some of the best financial planners from across the South East to become largest Independent firm in Sussex with a team of nearly 40 advisers spread across our offices in Horsham, Brighton and Maidstone.

As a Chartered Financial Planning firm, we have the expertise and qualification necessary to provide advice in all areas including more complex scenarios such as company pension analysis, offshore investments and tax planning.

Our services

We advise both personal and corporate clients on all aspects of their financial planning with a particular focus on pensions, investments and tax planning.

Our Wealth Management process considers how all your finances (pensions, savings and investments) overlap and interact with one another in order to formulate the most efficient strategy for your needs.

Whilst doing this we take time to understand our clients, so that we can advise which options are best for you and why. By taking this personal approach you will have confidence in the choices you are making for your financial future.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

The firm is authorised to advise on and arrange Life Assurance, Pensions, Collective Investments, Individual Saving Accounts, General Insurance, and Mortgages. We are bound by the rules of the FCA.

We offer advice on an “Independent” basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.

Advice options
We offer a variety of advice options including:
- No Advice (for one-off transactions instructed by you)
- Focused Advice (approaching limited aspects of financial planning only)
- Full Advice (Full Financial Review based on all aspects of financial planning)

How we charge
You will always know our fees before you make a decision to proceed. We don’t hide our costs and we have a transparent charging structure, so you can be sure we are working efficiently for your benefit.
Our fees are based wholly upon the provision of our qualified and professional expertise; the time taken to analyse your circumstances and devise an appropriate strategy going forward, the design of an appropriate summary report to communicate this strategy to you, and also takes into account our firm’s exposure to regulatory, commercial and financial risk.

Data Protection
You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.

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