Aspen Information

Aspen is built for financial planners and the people they look after. People do not come to their planner with a risk profile. They come with a house move, school fees, a retirement they have been imagining for years. Most of the industry hands financial planners a fixed menu and asks the client to fit it. We do the opposite: a solid, sensible core, and the freedom to add exactly what each client needs, so the investment follows the life the client wants. We hold a long-term course and adjust when the evidence calls for it, because the right approach is never set and forget. Our job is to stand behind the planner so they can stand beside their client. Our range spans Core, Income, Sustainable, Passive Plus and Multi-Strategy, with seven thematic satellites for sharper focus. Portfolio Discovery, branded entirely as your own, helps you match each client to the portfolios that fit. If you want an investment proposition built from a blank sheet of paper to support you and your clients properly, get in touch.