Aspen Wealth Management

Independent Financial Adviser  18 Cross Street, Portsmouth, Hampshire, PO1 1AA
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
David Cockling DipPFS
Adviser
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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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