Financial Aspects Ltd

We offer financial advice on a professional and unbiased basis with recommendations based on a suitable range of financial products

Welcome to Financial Aspects Ltd

We offer financial advice on a professional and unbiased basis with recommendations based on a suitable range of financial products.

About Us

Established in 2003 by Garry Filby, we have grown to be one of the leading providers of financial advice in the area, Priding ourselves on client satisfaction.

The company and its advisors are authorised and regulated by the Financial Conduct Authority. Our advisors are professionally qualified to give  advice on any financial services including pensions, investments and protection.

Financial Process

  • The first meeting – in order to build up your financial profile, we need to ask certain questions to get to know you. We call this the Fact Find, which is fully confidential.
  • Analysis & diagnosis – assess your options, prepare a plan, arrange a second meeting
  • Second meeting – present recommendations, obtain your instructions, explain what happens.
  • Review meeting – update with any changes to your circumstances or objectives. see how your plans are progressing.

Our Restricted Advice Service

The vast majority of our clients only require advice on what might best be described as ‘mainstream investments’. Generally speaking, we find that our clients are not interested in investment products or investment funds which are considered to be high risk or highly complex. They also tend to want to avoid any products which do not offer the investor protection offered by the Financial Services Compensation Scheme (FSCS). Based on the needs and preferences of our clients, we have therefore made a business decision to specialise in only mainstream investments. This is known as ‘Restricted Advice’ service.

Contact Us:

Tel: 0330 123 2533  Email: info@financialaspectsltd.co.uk

4 Barclose Avenue, Caversham, Reading, Berkshire, RG4 5DR