A Decade of Growth and a Look to the Future
The Aspen group incorporates, the parent company, Aspen Financial Services, Aspen Wills & Trusts and Jones Bower Limited. We are directly Authorised and Regulated by The Financial Conduct Authority. Direct authorisation means that our clients can be confident that we are required to show on a bi-annual basis that we have the continuous training, industry exams, permissions, licences, insurances and financial strength to provide robust and appropriate advice.
Aspen brings together expertise and experience gathered from the wide-ranging disciplines within the financial services industry. We believe that financial planning needs to incorporate the sophisticated knowledge required when navigating through the complexities of our fast changing industry, together with the skills to understand your needs and how the tools available to us, best meet your objectives.
We aim to provide clear and straightforward advice designed for your specific needs and where relevant we will work with your Accountant or Solicitor to make sure our advice is consistent across your entire financial situation.
Our expertise and experience continues to remain robust and relevant through a programme of structured higher professional qualifications. We continue to build tactical relationships with our business partners, which hold the key to all your financial solutions.
We believe that the strength and resilience of our business lies in the long-standing relationships we establish with our clients. The key to creating a strong and sustainable future is to explain, teach, understand and review.
Together we will agree a review plan so that you know from the outset when and how we will maintain your expectations and create a consistent and relevant financial strategy for you.
Clients can keep track of their investments and policies by using our Personal Finance Portal either via PC or App. This also provides access to our regular investment outlooks, updates and client newsletters. As technology plays a larger part within our lives, we will continue to incorporate new technologies and embrace the opportunities it provides.