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Our Clients

The advice we give is the advice we’d give to our own families

Listening is a large part of what we do and we’re proud to say that we’ve listened to some of our clients for over 20 years.

Our Financial Planners take care to understand you, your circumstances and your financial goals and objectives. Your financial success will largely be down to the way we work and communicate together as a team. This means optimising your plan is a collective effort.

In a recent satisfaction survey over 90% of our clients felt their financial planners understood them and that they were highly likely to recommend us to family, friends and colleagues.

Case studies

Read real stories from real clients about how we’ve helped them with their financial objectives with proper financial planning. 

Retirement Planning

Achieving Financial Independence is a point in time when you have enough capital or assets at work for you that work becomes optional and yet your lifestyle is still affordable.

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Tax Planning (Inheritance Tax)

Our client David G. had been assigned an Investment Bond by his parents. His Father was the only life assured, meaning should he pass away, the Bond would mature, realising sizeable taxable gains. We advised that part of the Bond should first be assigned to his wife, Sarah, to ensure

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“Aspirations Financial Advice provided an excellent analysis of my overall financial situation which helped me to focus properly on planning pensions and investments. They also provide excellent ongoing advice about my investments which are actively managed on my behalf. The performance is kept constantly under review which marks them out as very different from the usual Financial Advisor.”

John, Retired Accountant

“Aspirations have proved to be excellent at advising me on my pension fund and other assets. Without them I would be lost! They keep in touch on a regular basis and provide timely and informative reports. Their investment research is first class and I would thoroughly recommend them to others.”

Richard, Lawyer

“What we really value in our relationship with the team at Aspiration is the holistic approach – looking at what we would like to achieve and what sort of lifestyle we would like to have. We haven’t ever felt as if it was about the products that are offered. All the discussions we have are closely focussed on our personal outcomes and goals and the team have an excellent appreciation and consideration of risk.”

Wendy and Peter

“I am no longer a spectator; with advice from Aspirations Financial Advice Ltd. I am able to understand my investment options and have my money moved around to suit fluctuations in the stock market. My pensions are performing better than they were in managed funds. We have regular one to one meetings and I am kept up to date with their recommendations and changes to my portfolio on a regular basis.”

Geoffrey, Structural Engineer

“Our initial meeting involved a full evaluation of the amount of money we wanted to invest and what we would consider to be a good return. It was made very clear what could be achieved at different risk levels, but it was also made very clear that these investments can go up and can also go down depending on the performance of the sectors invested in. All charges were explained fully and we felt that they were fair.

John, Field Engineer

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 and putting your dreams, visions and needs at the heart of everything we do.

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