Aspen Wealth Management

Independent Financial Adviser  18 Cross Street, Ryde, Isle of Wight, PO33 2AD
First meeting at adviser's own cost
We offer independent financial advice since 2004, bringing together the skills of individuals with many years of experience.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
David Cockling DipPFS
Adviser

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

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

Paul Wade DipPFS
Principal
About us

Aspen Wealth Management sits at the forefront of the provision of independent financial and investment advice in the UK, providing services based on time tested principles, evidence and common sense.

We provide highly personalised integrated financial solutions to meet our clients' needs. We maintain long working relationships to help them reach and maintain their financial goals.

As fee-based advisers, we remain impartial and removed from conflicts of interest.

Our services

We provide impartial advice, retirement strategies and general investment planning to discerning clients and trustees across the south of England and beyond.

We are among a small group of cooperating firms that share a common philosophy to investment advice using a process based on robust academic and empirical evidence.

We are committed to providing objective long-term private wealth management solutions to investors while focusing on asset allocation and a structured, quantitative approach to investing. It is an approach that rests on both leading academic research and practical results.

Where to find us
Head office address: 18 Cross Street, Ryde, Isle of Wight, PO33 2AD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 4.86 mi
30 YEARS EXPERIENCE IN FINANCIAL PLANNING - WHOLLY INDEPENDENT - HIGHLY QUALIFIED ADVISERS AT A VERY AFFORDABLE FEE STRUCTURE
 
Restricted - whole of market 5.05 mi
Face to face Financial Advice you can Trust.
 
Restricted - whole of market 5.26 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 5.45 mi
Friendly and competent service to help you put your finances and investments in order and plan for a comfortable retirement.