Aspen offers consultancy services to Wealth Management and IFA firms, with a focus on those businesses seeking to evolve in a structured manner and ensure suitable regulatory oversight of their investment management services. 


General consultancy

Every Wealth Management and Financial Advisory business is different. It is important to have a unique and well thought through solution for customers to easily understand and for your to be able to practically implement.With experience across investment management, Aspen provides a range of ancillary services to help Wealth and Advice businesses achieve their goals. These may include:

  • Business advisory

  • Model portfolio creation

  • Third party introductions

  • FinTech integration

  • Future proofing business plans

  • Business streamlining – Investment management and operations

  • Asset class and fund due diligence techniques

Aspen offers specific expertise in the core disciplines of Investment Management and Fund Research.

For more information on our consultancy services, please contact Andrew Spence:

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Aspen Asset Management Ltd.

Registered in Scotland. Company No. SC649690