Aspen Wealth Management

Aspen Wealth Management, founded in 2004 by Paul Wade and joined by David Cockling in 2010, has accumulated over five decades of experience in financial services. Our headquarters are established in the Isle of Wight, but our team of independent financial advisers offers services to clients across Southampton and the wider region. We pride ourselves on delivering advice that is free from jargon and marketing hype.

Our company is a part of a growing group of more than 90 collaborating firms across the UK, sharing an investment philosophy based on academic and empirical evidence. This evidence-based investment model serves as the foundation for our wealth management service and can be tailored to all types of financial investments. As a fully registered member of SIFA, we work closely with solicitors, accountants, and other financial advisers for the benefit of our mutual clients.

Our Services

At Aspen Wealth Management, we offer a wide range of services centred around retirement, tax, investments, and pensions. Our aim is to help you build up your investments, reduce your tax liabilities, and secure financial freedom. Our primary service offerings include:

*Retirement Planning*

We understand that planning for retirement can be a challenging task. Our experienced advisers can help you comprehend your pension and work out what your life will look like after you stop working. We take the time to understand your finances, goals, and aspirations to create a tailored retirement plan for you, ensuring that you have the financial means to enjoy your golden years.

*Pension Advice*

Navigating the complex world of pensions can be overwhelming. Our dedicated advisers utilise a passive fund management strategy to help you make informed investment decisions and provide guidance on managing your pension funds smartly.

*Investment Tax Planning*

Our advisers can work with you to identify available allowances and opportunities to save tax. Wealth, as Henry Ford once said, is never attained when sought after directly. It comes as a by-product of providing a useful service. Our investment tax planning service ensures that your wealth grows optimally by reducing the tax burden.

*Financial Planning & Management*

Our financial planning and management services assist clients in building a secure financial future. By understanding your financial situation and future goals, we develop a customised plan encompassing investments, retirement, and tax planning. This comprehensive approach enables you to make informed decisions, secure your financial freedom, and plan for the future with confidence.

Specialist Retirement Planning Support and Advice Services

Aspen Wealth Management specialises in providing bespoke retirement planning support and advice to help clients navigate the complexities of pension schemes and retirement planning. Our aim is to dispel the myths and misunderstandings surrounding pensions and retirement planning, making it easier for you to understand your pension and work out what your life will look like in retirement.

Our retirement planning experts are here to guide you through the intricacies of pension schemes, tax implications, and investment strategies, allowing you to make informed decisions and secure your financial future.