Aspect8

Independent Financial Adviser 1 Falcon Court,, 73 College Road, Maidstone, Kent, ME15 6TF

First meeting at adviser's own cost

Response rating

9.0/10

9th July 2018

I am an honest, compassionate, professional female Chartered Adviser with over 20 years industry experience.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
Long term care
- Long term care
Mortgages
- Equity release
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
Savings
- Lump sum
Insurance & protection
- Critical illness
- Life insurance
- Payment protection insurance

Meet our advisers

Samantha White

Chartered Financial Adviser

Qualifications & Accreditations Hide qualifications

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R02 - Investment Principles (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

H15 - Supervision and Sales (CII)

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Certificate in Equity Release

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF3 - Pension Planning (CII)

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

Accreditations

Where to find us

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

I take time at the first meeting to seriously listen to your needs and objectives. You will feel no pressure. I can provide a solution which is personal and built to your individual needs and circumstances and would like to support you long term.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
Long term care
- Long term care
Mortgages
- Equity release
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
Savings
- Lump sum
Insurance & protection
- Critical illness
- Life insurance
- Payment protection insurance

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Contact options

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