We are a boutique firm of chartered financial advisers working in the heart of Leamington Spa. We aim to deliver high end, specialist advice on wealth and tax strategies, investment planning and corporate pensions.
Key to Aspect's success is the idea of specialization. All advisers are directors who commit to the board to develop expertise in their chosen field; private client tax and wealth strategies; investment planning; and employee benefits. The result is a new client being appointed to one director but who can expect to benefit from the expertise of others during the course of his lifetime with Aspect. We believe that specialization results in greater expertise and that this translates into Aspect making better decisions on your behalf.
Private Client Services
For independent, expert advice on tax, wealth and investment strategies.
For high end consultancy on issues relating to employee benefits.
In 2012, it is the government’s proposal to limit advice-giving to the more qualified in our profession. This means that many advisers will have to take exams if they are to going to continue to advise their clients. All directors at Aspect satisfy the FSA’s expected requirement for giving advice after 2012.
Working with Aspect
Aspect welcomes new enquiries from individuals and companies regarding the range of services it offers.
An initial meeting is arranged at a time and location convenient to us both. It is held at our expense - you will not be charged for it - and is without obligation. This gives us both the opportunity to decide if it is worthwhile taking things further.
Following our meeting, we will write to you outlining the benefits and costs associated with engaging our services.
At this point, you will be asked if you wish to engage our services on the terms described. If you do, work can begin.
Empire House, 1b Dormer Place
Tel: 01926 452 440
Fax: 01926 432 008
Registered in England No.0574872515