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…
Sam Lane, Independent Financial Planner
Sam started in the financial services industry providing independent mortgage and protection advice for a leading regional estate agency across Bristol and Bath, having previously been a successful negotiator with the same firm.
He then joined a well-regarded wealth management business offering remote advice right across the UK. During his tenure there, Sam gained his Diploma in Financial Planning and is now working towards Chartered status.
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 and ensuring objectives are met.
Outside of work he is a father to two young children and a keen sportsman. Sam also loves the coast and despises DIY.
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 and ensuring objectives are met.
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
James is a financial planner with over 9 years industry experience. Having worked in an administrative and paraplanning capacity previously, he is now a fully qualified financial planner. James has…
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
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
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
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…
