Aspen Financial Advice Ltd.

Description

Aspen Financial Advice Ltd. is a financial advice company and Senior Partner Practice of St. James's Place. We deliver highly-personalised holistic financial planning advice to help you build your future through progressing towards your financial ambitions. We are a family business, located in Thame, Oxfordshire, with over 35 years experience in the financial advice industry. We offer both personal wealth management, as well as corporate financial planning for businesses. The areas we advise on include: ► Building and preserving capital ► Financial protection against risk ► Managing cash savings and borrowings ► Business growth and aspects of exit planning ► Business investing ► Managing business risk ► Looking after your workforce We work closely with other professional contacts including accountants and solicitors, to provide holistic services to help you manage your finances. All advice from our advisers is supported by St. James’s Place Wealth Management Group, who as one of the largest wealth management firms in the UK, have over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. The value of your investments can go down as well as up. You could get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives. SJP Approved 11/02/2026

Financials