Aspin Analysis Limited

Independent Financial Adviser  55 Dora Road, London, Greater 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
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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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SIPPs
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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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Lump sum
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National savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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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Rest of world
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
John Elderton CFPcm,Chartered MCSI,IMC,IAC,DipPFS
Managing Director

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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.

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

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

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.

Where to find us

55 Dora Road, London, SW19 7EZ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£10,000,000
Advice methods
  • phoneButton
    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 17th February 2020

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