A Partner Practice of St. James's Place Wealth Management

Aspen Financial Advice Ltd

Tracy Hunt

Working together, securing your financial future. With a passion for excellent service and impeccable professional standards, we aim to secure your financial future by protecting, growing and preserving your wealth.

About

Aspen Financial Advice Ltd was established in 2013 as a wealth management Practice. We are able to react to your needs in an agile fashion, and we aim to provide a service which exceeds your expectations each and every time. Our offices are based in Thame, Oxfordshire but we provide services to clients on a UK wide basis.

Tracy Hunt is a Director of Aspen Financial Advice Ltd and a Chartered Financial Planner. She has over 25 years of finance industry experience and knowledge. She has also achieved the pinnacle in professional standards as a Fellow of The Institute of Chartered Insurance.

She prides herself on the professional and long lasting relationships she develops with her clients and their families.

Tracy’s passion is for service, trust and impeccable professional standards, and as such Aspen Financial Advice should be regarded as a safe pair of hands in the Financial Services Industry.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Tracy Hunt

Magnolias, 1 Lashlake Road, Thame, Oxfordshire, OX9 3BA

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Tracy Hunt has been my financial adviser for over 2 years now and can confidently say that she is indeed a problem solver, trustworthy and very professional in all her dealings. She gives sound advice to the best of her ability with thoughtfulness and always with my interest at heart. She finds solutions to problems by thinking clearly, weighing up every action and its consequences. Tracy had to take over looking after me from another colleague. I had issues and was not happy with questions asked in the past regarding my investments and not having convincing answers. She solved my problems by following the correct procedures as set out in the terms and regulations and also with letters on my behalf to ask questions when there was still no joy. I am much happier now that she has found a better investor who is managing the investments more efficiently, with clarity and transparency. I cannot, indeed, recommend an honest, caring and more efficient person than Tracy Hunt.
V.B.R
Mrs Tracy Hunt has been our financial adviser since her employment with Lloyds bank where our accounts were held. She has managed our financial affairs most competently since those days to our complete satisfaction. She has a most friendly and professional disposition, enabling us to have complete confidence in her financial advice. We believe she would be a complete asset to any firm she is employed by.
J.M.J
I just met Tracy Hunt some twelve years ago, when she was a young manager at my local bank. I had just retired and, with ease, she sorted out my complicated and disorganised pension and saving arrangements. We have remained in touch through her advancing career and academic studies. With her friendly personality and razor sharp brain, I would recommend her to anyone seeking sound financial advice.
Anon
She has given us excellent financial advice with respect to our investments. From the outset nothing was too much trouble and we have been really happy. Any queries have been answered promptly with easy to understand explanations. We would recommend her services to anyone.
M.H.L
Mrs Hunt is a responsive and reliable adviser in respect of our investments and financial areas we have asked her advice. She has met all our wishes and requirement very effectively and displays excellent skills explaining finance while treating the client with respect. I would have no reservations recommending Mrs Hunt to anyone in terms of providing support, skills and knowledge.
D.J.V.B

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Aspen Financial Advice Ltd is registered in England and Wales, Number 9245871. Registered Office: 1 Lashlake Road, Thame, Oxfordshire, OX9 3BA.
Tracy Hunt
Aspen Financial Advice Ltd