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Aspira’s wealth management advisers conduct a thorough examination of your circumstances and goals. This is used to populate Truth – a specialist lifetime financial planning tool designed to show your lifetime cashflow. Following discussions with you, we'll prepare a detailed plan to ensure that goals can be met by having the necessary cashflows in the right place at the right time. The plan will also tackle a variety of “what if” scenarios covering delicate issues such as premature death, illness or other events that affect income and asset accumulation. Regular reviews provide reassurance that if your goals or circumstances change, the financial plan is adapted so there are no nasty surprises further down the line. For more information about lifetime financial planning, see the following articles and factsheets:
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Aspira Corporate Solutions LLP | Registered Office: The Barn, Manor Farm, Aust, Bristol, BS35 4AT.
Aspira Corporate Solutions LLP is authorised and regulated by The Financial Services Authority.
Registered in England No. OC304971.
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The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Aspira provides independent corporate financial advice on employee benefits, pensions, company pensions, occupational pensions, money purchase pensions, flexible benefits, defined benefits schemes, group risk, group life assurance, group protection, total rewards, group personal pension, GPP, salary sacrifice, workplace advice, financial education, partial flex benefits, wealth management, executive benefits, executive wealth management, care funding, care fees, long term care and employee advice. Aspira aims to provide its independent corporate financial advice for the benefit of both the employee and the employer.