Why Choose ASPL

Why choose ASPL's financial planning and management services?

At ASPL we take the time to listen to you, get to know you, and understand what you are trying to achieve, seeing you on a regular basis so that we can adapt your portfolio to changing demands and circumstances.

Everyone receives a tailored service and we offer all our clients regular Review & Planning Meetings, and Portfolio Valuations (except "Direct" clients).

The benefits of becoming our client

We want all our clients to benefit from our financial planning and management service in the following ways:

  • To feel in control of their financial situation
  • To be clear about their options
  • To identify and to achieve their financial goals
  • To manage their cash flow
  • To use their money effectively
  • To reduce their tax liability
  • To have a knowledgeable adviser to turn to whenever the need arises
  • To obtain regular and/or relevant financial reports
  • To feel confident in the service we offer
  • To feel valued
  • To be treated well in all matters
  • To be treated fairly
  • To feel Welcome
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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