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Plan Today. Enjoy Tomorrow. Find out how Your Plan. Our Responsibility. Find out how Financial Planning. Taken Personally. Find out how

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
In 2018, Chris joined the team at Aspirations as a Financial Planner where he continues to help new and existing clients. He works to provide a truly holistic approach to…
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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…
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Meet The Directors
Andy leads on all commercial activities and is responsible for developing the team. He has over 30 years’ experience working in financial services and a huge focus on value. Previous…
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Meet The Directors
Adam joined Aspirations in 2018 with over 20 years of experience in the financial services industry. Having spent several years working with private clients and overseeing their financial planning needs,…
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Meet The Support Team
John graduated from Dundee University with a degree in Business Economics and Marketing and started work in the financial services sector in 2010. In 2014, John moved to Bristol to…
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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…
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Meet The Support Team
Laurin joined the team in March of this year as a Paraplanner and brings with her 7 years of experience in the financial services sector. Before joining Aspirations, Laurin worked…
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Meet The Support Team
Keiron joined the team in April bringing with him 20 years of experience in financial services. Having started out working with stockbrokers and insurance brokerage firms, Keiron moved on to…
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Meet The Support Team
Stuart is a Trainee Paraplanner and has enjoyed a 15-year career in the finance sector across various administration roles, mainly working in pensions which is his specialty. Previously, Stuart has…
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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…
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Meet The Support Team
Keith has worked in financial services for 13 years and has previously worked for AXA/Aviva. He provides sound investment knowledge, analysis and administration to support his team. Keith is knowledgeable…
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Meet The Support Team
Tayla joined the team in June 2019 and has been working in the financial services sector for 4 years. She has recently taken on the role of Senior Administrator, priding…
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Meet The Support Team
James is a Senior Administrator with over 5 years of industry experience working in both administrative and research roles. Before joining the team at the start of the year, James…
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Meet The Support Team
Ellis joined Aspirations as an Administrator at the start of 2021 with 4 years of experience in the industry after having worked for WP Financial Services. After only a few…
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Meet The Support Team
Jacob joined Aspirations in June 2021 to help support the senior administrators, paraplanners and financial planners. Before joining Aspirations, Jacob obtained a law degree from Swansea University and went on…
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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…
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Meet The Support Team
Rachel joined Aspirations in June 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…
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Meet The Support Team
Greta joined the Aspirations team at the start of 2021 to help lead the company through a rebrand and to drive marketing initiatives. She brings with her 9 years of…
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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…
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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…
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Meet The Advisers
Stuart started working in the financial services industry in 2004 with an insurance company. He has been advising clients since 2013, firstly specialising in Mortgages and Financial Protection and progressing…
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Meet The Advisers
Izzy joined Aspirations in 2020 and brings with her over 18 years of experience in the financial services sector. Izzy enjoys and values building long-lasting client relationships with clients, some…
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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…
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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.

Latest articles

Aspirations Financial Planning acquires Batcombe Financial Services    Bristol, United Kingdom – Aspirations Financial Planning has today announced the recent acquisition of Batcombe Financial Services, adding more than £30m in assets under management to the rapidly growing financial planning firm based in North Bristol.    Batcombe’s owners had previously been approached by a number of interested parties and believes it has now found the right company to take on their 200+ valued clients. Aspirations was chosen due to their strong commitment to providing a first class service to their client base, their market-leading service and investment proposition and…Read More

Aspirations acquires Batcombe Financial Services

  • Aspirations acquires Batcombe Financial Services
  • Aspirations announce the launch of their new brand
  • Stuart talks financial independence with Blu Wireless
  • Supporting Maddy’s Antarctic Expedition

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