Paul Wade

Paul Wade

Aspen Wealth Management LLP

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Ryde
View location

Top Rated 2025
Verified since: May, 2023

4.8 out of 5

199 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 April 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 9

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Paul

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 April 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 9

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Paul

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)

I have been an Independent Financial Adviser since 2000 . I have an advanced diploma in pension planning in addition to a diploma in financial planning. My longest standing client has been using my services for over 30 years. The financial services I offer sits at the forefront of the provision of independent financial and investment advice in the UK, providing services based on time tested principles, evidence and common sense. I provide a highly personalised integrated financial solution to meet my clients' needs. I maintain a long working relationship with my clients in order to help them reach and maintain their financial goals. As as a fee-based adviser, my advice is impartial and removed from any conflict of interest. Outside of work my time is spent largely with my family and walking my two dogs.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Paul's clients

Based on responses provided by clients who have reviewed this adviser

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