Futureproofing: Goals Based Investing

Clients have dreams, goals, and ambitions for their money. Not just risk profiles.

This webinar explores goals-based investing, a strategy that focuses on allocating capital according to specific life goals – an evolution of traditional portfolio selection from a single risk score.

What We'll Cover

Join Aspen in discussing:

• How our industry has evolved: the journey from investment advice to financial planning.
• The limitations of traditional risk profiling.
• Techniques for building diversified, goal-aligned investment recommendations.
• Tools to support client conversations around their goals.

We look forward to welcoming you.

Meet the Speakers

Andrew Spence, Founder and Chief Executive, Aspen

Andrew founded Aspen in 2019 – with the aim of transforming the MPS market, through a best-in-class digital experience for advisers. Before founding Aspen, Andrew was CIO at Optimus Capital in London, running an MPS solution with top-quartile performance for six years. Prior to that, he was head of fund research at Williams De Broe. Andrew graduated from Newcastle University in 2006 with a first-class honours degree in Marine Engineering. 

You can reach Andrew via the following:

• Email: Andrew.Spence@aspenadvisers.com
• Website: www.aspenadvisers.com
• LinkedIn: https://www.linkedin.com/in/francisjwalker/

Francis Walker, Regional Director, Aspen

Francis joined Aspen in August 2025 with extensive knowledge of the financial planning industry through his time at Aberdeen, and later Canaccord. Francis is responsible for bringing the Aspen investment propositions to life, for Financial Planners and Professionals across the UK.

You can reach Francis via the following:

• Email: Francis.Walker@aspenadvisers.com
• Website: www.aspenadvisers.com
• LinkedIn: https://www.linkedin.com/in/francisjwalker/