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Sarah Casey, Senior Administrator

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 Clifton Asset Management and her career spans various roles within the finance sector over the last 15 years, working in support, management and sales roles.

Outside of work, Sarah loves to spend time with her friends and family surrounded by good food and is kept very busy by her two-year-old. Wherever possible, Sarah loves to travel.

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 Clifton Asset Management and her career spans various roles within the finance sector over the last 15 years, working in support, management and sales roles.

Outside of work, Sarah loves to spend time with her friends and family surrounded by good food and is kept very busy by her two-year-old. Wherever possible, Sarah loves to travel.

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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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
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
James is a Trainee Paraplanner 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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    © 2014-21 Aspirations Financial Advice Ltd. All Rights Reserved

    Aspirations Financial Planning is a trading style of Aspirations Financial Advice Ltd and is directly Authorised and Regulated by the Financial Conduct Authority (FCA) FRN Number 668764).

    Registered in England and Wales, number 8252963.

    Registered Office: 1st Floor West Offices Willow Brook Centre, Bradley Stoke, Bristol BS32 8BS.

    The value of your investments can go up as well as down and you may get back less than you originally invested