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  11. Aspect8

Aspect8

Independent Financial Adviser  26 Willow Road,, Horsham,, West Sussex,, RH12 4UN
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FCA authorised
Last authorised 11th October 2021
Having worked in Financial Services for 30 plus years I specialise in providing Independent Investment Advise for clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Brian Potter DipPFS ACSI
Independent Investment Adviser
About us

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..

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

26 Willow Road,, Horsham,, West Sussex,, RH12 4UN

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