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Aspect Financial Consultants

Aspect Financial Consultants 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.

Specialism

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.

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Corporate Services

For high end consultancy on issues relating to employee benefits.

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Aspect Financial Consultants

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.

The Team

Regulatory Statement

Aspect Consultants Limited is Authorised and Regulated by the Financial Conduct Authority No. 450365.
Aspect Consultants, Aspect Financial Consultants and Aspect Pension Consultants are trading styles of Aspect Consultants Limited.

Aspect’s clients have access to the Financial Ombudsman Service (FOS).  A link to the FOS website can be found below.

© 2017 Aspect Consultant. All Rights Reserved.