Aspen Wealth Management
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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
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
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.
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