Asperand Wealth Limited

Independent Financial Adviser  163 Lower Road, Surrey, Leatherhead, KT23 4AU
First meeting at adviser's own cost
We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
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 review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Accident & sickness
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Critical illness
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Guy Diprose

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
What our clients say
Mr Guy Diprose of Asperand Wealth has been instrumental in organising our finances and planning for our future over the last year. We have been advised, consulted and involved in step by step discussions, and Guy has been keen to make sure that our specific needs and requirements are at the heart of these. Any enquiries or concerns have been met with a helpful, patient and prompt response. He has been honest and trustworthy in dealings. We look forward to realising the rewards of the measures and investments that Guy has advised on our behalf. We are confident that he will be successful in this, enabling us to live a financially secure and happy retirement.
Mr & Mrs A Ireland, Surrey
About us

Asperand Wealth is a financial planning company, offering independent, whole-of-market financial advice to its clients.

Our mission is to show that top quality, independent financial advice needn’t just be accessible to those with considerable wealth. We believe that the total cost of investing (comprising fees for advice, financial products, investments and transactional charges) should be clear and affordable to those with even a relatively modest portfolio value.

Our focus on finding value for our clients leads us to low cost, modern investment solutions, with clearly defined risks.

We aim to provide our clients with a deep understanding of their own financial future and demystify any areas that they do not understand. Our ultimate goal is to educate our clients so they can review a one page summary and have peace of mind that their financial future is on track with their own financial aspirations.

Our services

We look at a client's complete financial position and project how this may change over time.

Depending on a client's overall aims and objectives, we can help them to:
• grow their wealth
• protect their wealth
• live off their wealth
• pass on their wealth

We look to add value across clients' portfolios and often find that clients pay less in total fees and charges with our recommended solutions, even after our own fees are included.

We love advising our local clients in Mole Valley and those that live further afield.

Check out our website for further information.

Where to find us
Head office address: 163 Lower Road, Bookham, Surrey, KT23 4AU
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
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
7.0/10
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FCA authorised
Last authorised 13th September 2021

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