Aspect8 Chartered Financial Planners

Independent Financial Adviser Sussex House, North Street, Horsham, West Sussex, RH12 1RQ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
We will help you prioritise your financial planning needs. We will help you address those needs appropriately.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
William Herlihy
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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.

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

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