Aspen

Aspen are excited to be partnering with The Financial Planning Club this year and looking forward to their next live event in Leeds on Friday 26th September! This is a fantastic opportunity to connect with like-minded professionals, share insights, and explore new ideas to grow your business. Tickets are still available – grab yours via the link in the comments below. We can’t wait to see you there! Lee Old, Lewis Byford, Amanda Ford

If you missed the Verve Grow on Tour Roadshow's in May, don't worry as Verve are hosting it again this morning online for all those that could not make it. Great line up of speakers this morning starting off with Fundment at 10am, Aspen at 10:40am, and then Vanguard at 11:20am. Link below to join us this morning...

Aspen are delighted to be a lead partner of Verve this year and excited to be attending their Evolution Conference in September! It’s shaping up to be an inspiring event — check out the agenda and secure your spot via the link in the comments 👇🏻

Retirement income. Drawdown. Decumulation. Whatever we call it, the Central Retirement Proposition is an important part of the tool kit for financial planning firms. At Aspen, we have created an elegant retirement solution, using the bucketing approach: - Liquidity (Aspen Cash Plus portfolio) - Lifestyle (Aspen Four Seasons portfolio) - Longevity (Aspen Growth portfolio) The result is a solution that is: - Simple, for the client to understand and have peace of mind - Versatile, to allow for changing circumstances in retirement - Practical, to implement - Cost effective (0.38% all in) Find out more, contact: [email protected].

Join us tomorrow for our latest webinar covering Aspen's unique satellite portfolio range, and where they can be used to create tailored, goal-based solutions for clients. CEO Andrew Spence and CIO Andrew Johnston, CFA will take you through Aspen's Satellite portfolios in more depth and these include our:   Cash Plus Portfolio GILTs portfolio Capital Preservation Portfolio Four Seasons Portfolio High Income Portfolio Global Megatrends Portfolio Smaller Companies Portfolio Link in the comments to register 👇🏻

Aspen's model portfolios are now risk rated by Dynamic Planner. This means financial planners can now research Aspen portfolios via Dynamic Planner's research software. For more information, please contact [email protected]

Aspen were grateful to attend The Richmond PIMS Forum in London this week. Andrew Spence and Lewis Brasseaux MCSI had the privilege of speaking with over 30 business owners and advisers during the two days about their growth plans and how Aspen can support their goals. Stunning venue indeed and superbly run by Jamie Mainwaring and his team. Thank you to all those that attended and hope you were able to take away some valuable ideas from the sessions and meetings.

On Friday Aspen and Coppice had the pleasure of playing in the FRP Corporate Finance 3v3 Basketball Tournament which was raising money for the amazing work of the Newcastle Eagles Community Foundation. Competition was fierce with 36 teams all entering and supporting this great cause. After numerous battles throughout the day, the team came out victorious in the final with a superb 16-6 win to be crowned champions in their first appearance at this event! 🏅 Thank you to Phil Harris at Coppice for putting a great team together and inviting Lewis Toland and Lewis Brasseaux MCSI from Aspen to take part.

Join us this Friday for our Retirement Income webinar with The Financial Planning Club! Andrew Spence and Lewis Brasseaux MCSI will be discussing: • A CRP framework that balances structure with a more personalized approach • How to reduce sequencing risk and increase client clarity • Application of the three-bucket model including a live case study Link to register - https://lnkd.in/eiRtaEwZ

Aspen are grateful for the opportunity to present at the Verve Grow on Tour Roadshow’s this week and next week. First up was Bristol yesterday and then London today, where Lewis Brasseaux MCSI and Andrew Spence discussed Retirement Income and Building a Scalable CRP. A fantastic few days of learning, connecting, and growing. Great conversations and even better company! Verve, Fundment and Vanguard. Roll on next week where we head to Manchester and Birmingham for the final stretch of the Verve Grow on Tour Roadshows. Limited spaces remaining for those that want to attend - https://lnkd.in/gEkETFSa