Aspect8

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

First meeting at adviser's own cost

Response rating

9.0 /10

12th August 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 review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

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Meet our advisers

Tony Batt

Wealth Manager

Qualifications & Accreditations Hide qualifications

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.

AF3 - Pension Planning (CII)

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

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.

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.

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 review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Compliance

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

Contact options

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a call back Show number Recommend to a friend

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