How it Works

Private Wealth Management is the process of drawing together all the diverse elements in what might be considered your ‘financial ecosystem’ and managing them to your best advantage. Just as in nature where the health of our environment is based on a huge number of globally interdependent systems being in a state of perfect balance, so it is with your financial welfare.

The Aspin Private Wealth Management service starts by drawing together the diverse elements of your present situation. This includes an analysis of your holdings in cash, shares, securities and other investments. We also look at your pension position, your life assurance and other protection policies.

Many existing services say they will look after your needs but actually fail to do so because they only consider some of these needs. Much available advice is coloured by a product driven corporate culture. This contrasts with the advice at Aspin which is based on your individual personal situation. We know from our client’s previous experiences that very few if any existing services advise on your needs as an integrated whole.

Having established your present situation we are able to produce a financial model for you capable of looking into the future based on differing criteria and assumptions. Your own plans and requirements for the future can then be discussed, including necessary tax planning, and your objectives mapped out.

Please contact us to discuss private wealth management further. You may also be interested in our unique seminar series 'Life Management financial' which explores many of the issues raised by this new approach to managing your finances.