Why choose ASPL's financial planning and management services?

Over recent years we have reengineered our financial planning and management services in order to ensure that each of our Clients is aware of the ongoing care they can expect from us.

There are 4 different levels of Client Care that we offer:

• Plutus -our most "hands-on" premium service
• Minerva
• Maia
• Direct - our "if and when you want" service

Whichever service level is appropriate, we aim to offer all our clients:

• an efficient, first-class, professional service,yet retaining the "personal touch"
• the benefit of our years of experience and study
• a plan tailored to your specific requirements, reviewed and adjusted over time
• research and administration backed up by the latest techonology
• assurance of our confidentiality and trustworthiness
• 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