Aspen Wealth Management offers independent financial advice within a firm first established in 2004, bringing together the skills of individuals with many years of experience.
We provide impartial advice, retirement strategies and general investment planning to discerning clients and trustees across the south of England and beyond.
We are among a small group of cooperating firms that share a common philosophy to investment advice using a process based on robust academic and empirical evidence. This model is applied in our flagship service, the Aspen Wealth Management programme.
We are committed to providing objective long-term private wealth management solutions to investors while focusing on asset allocation and a structured, quantitative approach to investing. It is an approach that rests on both leading academic research and practical results.
We believe in delivering a professional service free from marketing hype and to provide the following: