Aspects Financial is focused on the details to help you understand and plan for your financial future.

Clear, independent, advice for individuals wanting to review and improve their short term needs and their long term plan.

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Equipping business owners and executives with tools for employee benefits, business protection and growth.

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We are a team of experienced Independent Financial Advisers, providing an impartial, professional service.

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A fully managed, low cost online ISA and Pension investment service

Our Services

How can we help you?

Services For Individuals

Ethical Investments

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Income Protection

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Inheritance Tax Planning

Life Cover and Critical Illness

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Making A Will

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Mortgage or Remortgage

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Retirement Income

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Retirement Planning

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Savings & Investments

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Services For Businesses

Business Protection

business protection

Business Financial Planning

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Employee Benefits

employee benefits

Ethical Investments

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Workplace Pension Arrangements

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Aspects Financial Ltd UK & Ireland

Meet our team

Our Team Of Independent Financial Advisers & Employee Benefits Consultants

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Stephen Casey Aspects Financial

Stephen Casey

Managing Director DipPFS, Certs CII (MP&ER), QFA

Elizabeth Moorhead Aspects Financial

Elizabeth Moorhead

Employee Benefit Manager


Owen Armstrong

Independent Financial Adviser DipPFS, Certs CII (MP&ER) EFA


Leanne Campbell

Senior Paraplanner

Aspects Sarah Roy

Sarah Roy

Marketing Assistant

Aspects Ian Black

Ian Black

Independent Financial Adviser DipPFS Cert CII MP EFA

Aspects sharon fallon

Sharon Young

Personal Assistant

Heather Taylor

Employee Benefit Assistant

Stay up to date

Latest Insights

Quarterly Bulletin

Aspects Adviser – Summer 2022

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Chinese Shivers!!

Chinese Shivers!!

I don’t know about you, but I have been intrigued by some of the Winter Olympic coverage, and many of the events about which I have been ignorant previously. In my youth[…]

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Well, Jolly Saint Nick is getting it tight this year!!!

Well, Jolly Saint Nick is getting it tight this year!!!

Well, Jolly Saint Nick is getting it tight this year, what with this and reindeer nose navigation being negatively impacted by mask wearing. I sense that this year has[…]

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Our Clients

“Aspects Financial have worked with us for over 20 years providing their services in respect of pensions, life assurance and employee benefits advice. The services provided by them are of the highest quality”

Brett Martin

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Customer Support

Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, accountancy, and all matters legal.

Please Note: Clicking the links to the right will leave the Aspects Financial Ltd website. We are not responsible for the content on any linked site.