Declaration

We started Aspect after a number of years working for other IFAs because we wanted to do things our way. At the start, we wrote down a mission statement and called it our Declaration of Independence. This is what we agreed;

1. We will work hard to make our Clients wealthier and pay less tax
2. We will bring peace of mind by helping our Clients identify the risks to their future and dealing with them
3. We will understand our Clients’ aspirations and agree strategies for achieving them
4. We will be independent of the biases created by commissions or fees; our recommendations will only be affected by good sense, quality, price, value and service
5. We will keep asking questions until we understand our Clients’ needs; only then can we give best advice
6. We will make even the most complex recommendations understood; we will never make financial arrangements for our Clients if they do not first understand the benefits and risks
7. We will represent the interests of our Clients rather than insurers, product providers, banks or investment houses
8. We will never stop learning
9. We will always treat our Clients fairly
10. We will enjoy our job and create a happy place to work