I Am Under 50 & Planning To Retire

I am under 50 & planning to retire

“I am Tim and have built up a successful Service business, which I’m hoping to sell soon.

I’m too young to stop work altogether, and I would get bored anyway.

I need to find someone I can trust, to look after my wealth and other financial planning needs, while I get on with new ventures.

I know ASPL can help”.

In order to have accumulated sufficient wealth to retire at an early age, you are likely to have done extremely well financially.

You may be questioning whether or not to retire now, and would like some independent input.However, you are aware of the radical pensions reforms announced in 2014, & wondered how they will specifically affect you.

You may have already decided that you will retire, but still need some advice about the optimum way to use your accumulated assets to provide the lifestyle you want in retirement.

You may be thinking about embarking on a new project altogether.

You may just require someone to “fill in the gaps” that your other advisers cannot deal with.

We believe we can help you.Click on the links below to find out more or use the buttons to get in touch.Thank you.
 

Our services

ASPL Wealth Management Service
Constructing, managing and reviewing your investments.

Estate and Inheritance Tax Planning
Planning now can help ensure that your beneficiaries receive more of your wealth whilst making at least adequate provision for you and your spouse in future years.

Referral Service
We can introduce you to Accountants, Solicitors, Stockbrokers etc.

Protecting your Family / Business
Providing for your family or business in the event of death or illness.

Personal Tax Planning
Ensuring that your Assets are owned and arranged tax-efficiently.

SIPP/Premises Purchase Service
For Clients who wish to consider using their pension(s) to purchase a business premises.

Corporate Financial Investment
Investment and pension schemes for your Company

 

Other Complementary Services

Online Valuation Service
Access to your portfolio valuation 24/7.

Valuation Service
Regular, comprehensive, portfolio and insurance valuations prepared.

“Remove the Hassle” Service
We can consolidate your investments and insurances, if appropriate, and reduce your paperwork and administration.

Second Opinion Service
You may have received Professional Advice that you would like a review of.

ASPL Administration Service
Contact our excellent support team with any Administrative queries.

ASPL Direct Service
For those Clients who require less personal attention, but access to all our Services.

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Honest, comprehensive and sensitive to my personal circumstances. Mrs W - Worcestershire

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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