About Us

Aries Wealth Management is a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, and wealth and personal protection.

Why choose Aries Wealth Management?

Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past.

Finances often take a low priority for many people because they are complex, but at Aries Wealth Management our clients appreciate our ability to make the financial advice process both simple and enjoyable.

Based in North Yorkshire, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options, Aries Wealth Management are able to help, wherever you are in the UK.

Software

At Aries Wealth Management, all of our clients have access to a secure client website where they can monitor the performance of their pensions and investments, message us securely, obtain daily valuations and access copies of their advice documents. We don’t believe in a one-size-fits-all approach, and therefore each of our clients gets a fully bespoke service

These are some of the tools we use to help us provide the highest standard of financial planning and service to you as possible:

Defaqto Engage Core

Defaqto Engage Core allows us to carry out independent whole-of-market research and fund research in line with your agreed level of risk.

Cashcalc

Cashcalc is a cashflow forecasting software that helps us to map out expected outcomes and plan for your future.

Selectapension

Selectapension provides a range of tools to help compare and contrast different pensions and investments to ensure you are getting the best value for money

Assureweb

This platform allows us to obtain independent whole-of-market quotes on protection and annuities very quickly.

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