Invicta

General information

Aspect8 is a Chartered Financial Planning firm which was formed in 1993 and in 2010 invited fellow financial planning professionals to unify their firm’s resources and knowledge into one prevailing entity.

The combined outcome of our union means that we can all benefit from each other’s expertise and drive down provider costs to a minimum.

We are independently owned and as such provide impartial, holistic financial advice. Financial planning should never be about the sale of product, instead we consider how all areas of a client’s situation overlap and interact with each other in order to formulate a strategy for life. A client report will typically cover Mortgages, Income protection, Protection, Pensions, Savings, Investments, Taxation and Trusts.

Clients are invited to share our state of the art technology allowing them to gain access to all their financial information via a secure web portal. This approach has allowed us to completely streamline the advisory process and gives our clients an unprecedented level of service.

Treating Customers Fairly is firmly at the centre of our culture and united, we have one bold aim – to provide our respective clients with the best whole of market service proposition in the UK.