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 focus now is to oversee Aspirations and ensuring our clients and stakeholders remain central to our business strategy. He also has extensive experience in acquiring…
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 & before that was a Pre Sales Support Representative.
Steve is responsible for carrying out a lot of the background work required for clients who seek…
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…
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 Vere and previous to that, an assistant Paraplanner at Close Brothers with research and analysis of existing client portfolios being one of his main responsibilities.
James…
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 well as getting to grips with the financial services sector.
When Mira isn’t working, she is nose-deep in a book or dreaming about where to travel…
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 and management. During this time, Rachel obtained a number of qualifications including her Level 6 Certified Financial Planner diploma.
Outside of work, Rachel is…
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 all regulatory requirements. Steve has enjoyed a 14-year career in the financial services sector and is currently studying for his Level 7 to become a…
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 experience in financial services which include banking and wealth management. She brings a great deal of knowledge and experience to support the team at Aspirations.…
Helping your employees save for their retirement. It's all part of workplace pension reform, it means that as an employer you will need to automatically enrol certain members of your workforce into a pension scheme, and you'll need to make a contribution towards it.
With key person protection, we'll help you protect against the ultimate loss of a key person in your business. Protect and insure against their loss and give you peace of mind.
introOur sophisticated forecasting software allows you to visualise your financial future based on key life events and what-if scenarios. You’ll gain a visual journey of your future with goal-based interactive planning. The cash flow charts analyse current and projected future needs, goals and aspirations and assess the likelihood of you being able to achieve them,…