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Many of us will have a number of policies and plans in place to meet our financial obligations now and in the future - pensions, savings, bonds, shares, life cover. The difficulty often lies in seeing how these different elements are working together. Aspira's Wealth Management Platform provides 24/7 online access to a range of information which can be segmented by the tax “wrappers” that surround different parts of your portfolio. Tax wrappers include ISA, Pension, and Offshore and Onshore bonds, and the platform technology is often referred to as “wrap” for this reason. The Platform enables the whole portfolio to be managed from one system, without having to accumulate data from a variety of different and often inconsistent sources. For more information relating to wealth management, see the following articles and factsheets. |  |
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.
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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.