I Am Under 50 & A Business Owner

I am under 50 & a business owner

"I am Louise and I am engaged to Paul.

We started a social media type business a few years ago, and whilst we have had to borrow quite heavily, the business is beginning to pay off and we are now looking at our savings options for the longer term.

We may think about having a family in due course, but at the moment it’s all work, work, work.

We need guidance on our current position and what should be our next steps. We would really like to delegate this work to someone who is well qualified and has our best interests at heart.

We know ASPL can help us."

You are likely to be busy and focussed upon your business.

You know that you should give more time to your investments, pensions and financial matters, but your main priority is growing your business.However, you are aware of the radical pensions reforms announced in 2014, & wondered how they will specifically affect you.

You need someone who is trustworthy, knowledgeable, accessible and suitably qualified to advise you. You also want to avoid as much paperwork as possible, and so your advisers need to have embraced technology within their business.

You would like to be advised by a firm that has many years’ experience of advising business owners.

You would want a clear explanation of the pros and cons of pursuing a certain course of action, and the cost of doing so.

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.

Ask us to Email you
Ask us to call
Ask us to write to you
Comprehensive full overview of clients situation with regular updates and appropriate advice for short, medium and long term objectives. Consistently outperforms the average in investment returns. Mr O - Shipston on Stour

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

Get in Touch