Aspect8

Independent Financial Adviser Church Lane, Buxted, East Sussex, Uckfield, TN22 4LL

First meeting at adviser's own cost

Response rating

10 /10

9th December 2019

We are totally client focused, our mission statement being simply.... 'No compromise'

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

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Meet our advisers

Tony Batt

Wealth Manager

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

J04 - Pension Funding Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Where to find us

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

Make an enquiry

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Minimum mortgage value

£0

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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