We started Aspect after a number of years working for other IFAs because we wanted to do things our way. At the start, we wrote down a mission statement and called it our Declaration of Independence. This is what we agreed;
We will work hard to make our Clients wealthier and pay less tax
We will bring peace of mind by helping our Clients identify the risks to their future and dealing with them
We will understand our Clients’ aspirations and agree strategies for achieving them
We will be independent of the biases created by commissions or fees; our recommendations will only be affected by good sense, quality, price, value and service
We will keep asking questions until we understand our Clients’ needs; only then can we give best advice
We will make even the most complex recommendations understood; we will never make financial arrangements for our Clients if they do not first understand the benefits and risks
We will represent the interests of our Clients rather than insurers, product providers, banks or investment houses
We will never stop learning
We will always treat our Clients fairly
We will enjoy our job and create a happy place to work
Testimonial
The CEO of a public company wanted to reduce his tax bill at the end of a successful year and knew about VCTs.
We were able to take him through the features of various trusts so that he could make a choice that took into account the growth prospects, tax benefits and the risks. In addition, we were able to recommend tax-savings that were lower risk by making pension contributions.
“I was able to make informed choices and they reacted quickly to meet a tight timescale” said the CEO.
