Response rating

7.0/10

18th September 2017

Aspin Analysis Limited

Independent Financial Adviser 55 Dora Road, London, SW19 7EZ

First meeting at adviser's own cost

We excel as independent Certified Financial Planners,Chartered Wealth Managers in Wimbledon London SW19 with 40 years of world class service.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Corporate pension
- Group critical illness
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
Savings
- Lump sum
- National savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- Rest of world
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Stockbroking services
- Stockbroking services

Meet our advisers

John Elderton CFPcm,Chartered MCSI,IMC,IAC,DipPFS

Managing Director

Qualifications & Accreditations Hide qualifications

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

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.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

IA - Investment Advice (CISI)

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Where to find us

About us

An Independent Financial Planning firm with a team qualified as Certified Financial Planners and Chartered Wealth Managers. We have over 40 years experience s fee based advisers. Strong emphasis placed on individual attention with director level service available in all financial planning, pensions and investment matters. Clients include both private individuals,trusts and small to medium sized companies.

Our services

We have particularly strong skill sets in investment and economic analysis. We provide excellent financial planning work backed up by over 40 years of experience. Whether you have complex needs or simply need help in managing pensions or other portfolio investments we can deliver excellent results. Our small team is qualified both under the testing Certified Financial Planner award and Chartered Wealth Manager designation.

Compliance

We are directly regulated by the Financial Conduct Authority

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Corporate pension
- Group critical illness
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
Savings
- Lump sum
- National savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- Rest of world
Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Stockbroking services
- Stockbroking services

Advice methods

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

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£10,000,000

Compliance

We are directly regulated by the Financial Conduct Authority

Contact options

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