Aspect8

Independent Financial Adviser  78 Elmsett Close, Warrington, Cheshire, WA5 3RX
First meeting at adviser's own cost
Dawn Cusack, an IFA with over 30 years experience in financial services, offers clear and impartial independent financial advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Dawn Cusack DipPFS, Certs CII (MP&ER)
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

Dawn Cusack, an IFA with over 30 years experience in financial services offers clear and impartial advice. Dawn is part of the Aspect8 team of advisers, she covers the North West of England.

Aspect8 has IFAs in Warrington and Horsham. We offer a local service but are part of an award winning network, Best Practice IFA Group. Our market leading systems allow us to manage your finances effectively and pro-actively. We offer a service bespoke to your needs whether this be one off advice or full financial planning.
We are independently owned and provide impartial, holistic financial advice. Our mission statement is simply.....no compromise.
Aspect8 is a chartered member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority under reference 227247. Tax advice is not regulated.

Our services

Aspect8 is an 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.

Where to find us
Head office address: 78 Elmsett Close, Great Sankey, Warrington, Cheshire, WA5 3RX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Restricted - whole of market 1.2 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 1.65 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Independent Financial Adviser 1.94 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 2.27 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.