Aspect8
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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..
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 how all your Pensions, Savings and Investment Products overlap and interact with one another in order to formulate the most efficient strategy for your needs.
In addition to any investments we then consider the wider picture which we call holistic financial planning. Therefore in order to construct an all-encompassing financial plan for our clients, we will consider Mortgages, Income Protection, Protection, Pensions, Savings, Investment, Taxation and Trusts.
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