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

Aspen Financial Advice Ltd

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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.

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Advice & Services

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

Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
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Testimonials

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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 s...
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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.

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.

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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.

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