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Based in Ryde
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
As an Financial Adviser since 1995 and independent from 1997, I have maintained long lasting professional relationships with many individuals and families. I can provide financial advice as a one-off project but, more often than not, the success of financial planning rests on an ongoing reliable service that can move with any changes in an unpredictable world of finance or the inevitable personal changes that we all have through our lives. Above all, I like to be friendly and approachable and help my clients to have a better understanding and control of their financial future. In addition to an Honours Degree in Business an Finance and Diploma in Financial planning, I have passed the advanced modules Investment and Pension planning awarded by the Chartered Insurance Institute. My firm is committed to evidence based investment and is a member of SIFA whose membership list is endorsed by The Law Society
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Aspen Wealth Management is a trading style of Island Financial which is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate all areas of supporting advice such as advice on Trusts and certain aspects of Employee Benefit Schemes. We are covered by the Financial Services Compensation scheme (FSCS) if we cannot meet our obligations. This is dependent upon the type of business and the circumstances of the claim.