Aspen Wealth Management

Independent Financial Adviser 16 Cross Street, Ryde, Isle of Wight, PO33 2AD

First meeting at adviser's own cost

Response rating

7.0/10

10th June 2019

We offer independent financial advice since 2004, bringing together the skills of individuals with many years of experience.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Financial planning
- Wealth management
Mortgages
- Bad credit
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed

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Meet our advisers

Paul Wade DipPFS

Principal

David Cockling DipPFS

Managing Adviser

Qualifications & Accreditations Hide qualifications

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.

AF4 - Investment Planning (CII)

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

AF3 - Pension Planning (CII)

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

Where to find us

16 Cross Street, Ryde, Isle of Wight, PO33 2AD

Make an enquiry

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.

Compliance

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

We are members of SIFA that has strict membership criteria for IFAs. We were granted membership in 2012 and appear in the Law Society endorsed SIFA Directory of Professional Financial Advisers.

SIFA’s objective is to support and assist interaction between solicitors, accountants and financial advisers.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Financial planning
- Wealth management
Mortgages
- Bad credit
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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