We'll make your finances work for you
We know there is more to life than money, but it’s a very good place to start. That’s because with our team’s bespoke financial planning, you can start unlocking the life you want. We look, we listen and we take things personally. This is a journey we take together – after all, your success is our success.
Your Financial Planner will help to inspire ideas as well as empower you to find the freedom and confidence to live life to the full.
Our team
Meet The Advisers
As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help…
Meet The Advisers
Sam joined us in February 2020 as an Associate Financial Planner. His goal is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions…
Meet The Advisers
Harrison joined Aspirations in 2022 as an Associate Financial Planner. Harrison started in the financial services industry providing independent financial advice for an IFA firm covering the South West. During…
Meet The Advisers
James has over 5 years of industry experience working in both administrative and research roles. Before joining the team in 2021, James was a private client administrator at Chase de…
Meet The Advisers
Sam has over 20 years’ experience in financial services, having worked for small boutique IFA’s through to large corporate Banks and Building Societies. His extensive knowledge of investments, pensions and…
Meet The Support Team
Stephen is a Chartered Compliance Manager and works very closely with the Financial Planning team to ensure the advice given to clients is always in their best interests and meets…
Meet The Support Team
Nickie is our Office Manager and is responsible for the day-to-day running of the office. Nickie also oversees the financial administration of the business and has over 17 years of…
Meet The Support Team
Sarah joined Aspirations in 2021 as a Senior Administrator and offers further support in resource management as well as management of our internal systems. Before joining Aspirations, Sarah worked for…
Meet The Support Team
Rachel joined Aspirations in 2021 as Paraplanning Manager. With over 20 years of experience working in financial services, Rachel has worked across a number of roles that include advising, paraplanning…
Meet The Support Team
Steve is a Senior Paraplanner and brings with him over 16 years of experience in the financial services sector. Before joining Aspirations, Steve worked as a Paraplanner for 9 years…
Meet The Support Team
Kian joined the team in 2023 as a paraplanner and brings 5 years of experience in the financial services sector. Before joining Aspirations, Kian worked for 4 years as a…
Meet The Support Team
Edward joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Edward worked for various Wealth Management firms and offers a great deal of expertise in the effective management…
Meet The Support Team
Kathryn joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Kathryn worked for various Wealth Management firms and offers a great deal of expertise in the effective management…
Meet The Support Team
Mira joined Aspirations in November 2020 after a 9-year career working in the Retail sector. As an Administrator, Mira’s main focus is to support the Financial Planners and Paraplanners, as…
Meet The Support Team
Chloe joined Aspirations in June 2023 as a Senior Administrator. Before joining Aspirations, Chloe worked for other Wealth Management firms and has 4 years of experience within the financial services…
Meet The Directors
Andy leads on all commercial activities and is responsible for the development of the team. With over 30 years’ experience working in financial services, a large focus of Andy’s is…
Meet The Directors
Adam is our Managing Director with over 20 years of experience in the financial services industry. During this time he has given advice to private and corporate clients, his sole…
Services
This is proper financial planning, taken personally. Whether you’re nearing retirement, want to release equity or need to better plan your business finances – we’re here to help. We believe the best way to help is by getting to know you properly, putting your dreams, visions and needs at the heart of everything we do.
