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  11. Aspect8 Chartered Financial Planners

Aspect8 Chartered Financial Planners

Independent Financial Adviser  Sussex House, Horsham, West Sussex, RH12 1RQ
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FCA authorised
Last authorised 7th June 2021
We will help you prioritise your financial planning needs. We will help you address those needs appropriately.
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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Socially responsible investments
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Traded endowment policies
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR William Herlihy
Chartered Financial Planner
About us

Aspect8 Ltd was established in 1993. It is a Chartered Financial Planner firm. This is the “gold standard” of excellence within the financial advice profession and is held by less than 10% of firms in the UK. Our aim is to provide advice and solutions that help our clients to gain confidence and peace of mind. We help our clients achieve their long-term financial goals.

Our clients are the most important part of our business. Our prime concern is to satisfy your requirements as fully as possible. We believe in managing for quality and all our staff are fully committed to sustaining and making whatever changes are necessary to improve service.

Our firm has won many financial planning industry awards. For the 6th consecutive year (up to the most recent year, 2018) Aspect8 Ltd has won Leading Advisor Business in the Best UK Platform Awards. Our business continues to grow with dedicated staff that place our clients at the centre, and this is reflected by our award success.

Our services

We treat our clients as individuals so our advice is bespoke. We recognise that our clients have specific requirements, whether that is investing money for the first time, advising on a sustainable level of income from a pension plan or helping clients manage their wealth for long term care needs.

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

Sussex House, North Street, Horsham, West Sussex, RH12 1RQ

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