Financial Services has seen a huge advice gap over the last few years. This has been created with the exit of direct sales, home service providers and the withdrawal of financial advice from the majority of high street banks and building societies. There has been a high proportion of advisers leaving the industry due to the increased levels of regulation and qualifications required to provide regulated financial advice. This along with changes in Legislation and accessibility of funds including pension freedom has created more reasons to seek advice. We are still to see the impact that the Brexit vote will have.
A large proportion of clients now face an uncertain future on who or where they turn when they require Financial Advice.
At Aspire Wealth, we provide independent advice on all areas of Financial Planning to both individuals and business owners.
We offer a free initial consultation to all clients. This includes those who have existing pensions, investments, protection and mortgages in place which are not currently being serviced by their existing adviser or a product provider. We strongly recommend that these are reviewed on an ongoing basis to ensure they are continuing to meet your goals, objectives and requirements.
We provide Independent Financial Advice Planning in all of the following areas to both new and existing clients
- Investment and Saving Planning
- Pension and Retirement Planning
- Life and Critical Illness Cover
- Income Protection and Private Medical Cover
- Home Insurance
- For further information or to arrange a free initial consultation at a time and place to suit you please contact us on:
Tel Office: 01207 588999 or Mobile 0772530845
Your home is at risk if you do not keep up the repayments on your mortgage
Authorised and regulated by the Financial Conduct Authority 717892.
Aspire Wealth Limited are Registered in England No.8957374. Registered Address:3 Berrymoor Court, Northumberland Business Park, Cramlington, NE23 7RZ.