Aspen Wealth Management
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.
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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