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Who we are

Proper financial planning, taken personally.

It’s a simple formula – we get to know you, your situation and your goals properly to make your finances work harder for you, and make tomorrow’s vision a reality. Our own success comes from providing peace of mind, opening new doors and striving to make your life better.

Based in Bristol, we are a team of fully qualified financial planners, paraplanners and administrators, all working together to help our clients from all walks of life to achieve their aspirations for the future.

We’re big enough to have the skills and expertise you’ll need, but small enough to give you the attention you want, which is something we pride ourselves on, and it means we’ll always be on hand to help – so you can always pop by for a chat, or pick up the phone.

Our values

We won’t be satisfied until we know your financial objectives are being met, and that relies on going above and beyond in everything  we do for you. That’s why we have four values that drive our behaviour.

Excellence

We are committed to achieving excellence in all we do, for our clients and for ourselves.     

When asked to what extent their Aspirations Financial Planner understood their personal & financial circumstances in helping achieve their goals, 91.6% of our clients responded with ‘a great deal or ‘a lot’.  

Empowerment

Every client is unique, which is why we always empower our team to look for new and better ways to solve problems, and provide exceptional service. 

By constantly pursuing professional development and advancement for our team, it gives them the freedom and motivation to find the perfect solutions for our clients.

Integrity

This is a journey we take together, and it’s built on an open and honest relationship. We are always transparent with our fees and service levels, and ambitious yet realistic with what we’re trying to achieve. 

Success might not happen overnight, but we are relentless in our pursuit to add huge value to the lives of our clients.

Collaboration

Teamwork makes your dream work! Or so we think.

There’s never only one person looking at any of our client’s financial plans – in fact there’s a whole team of us who come together to realise the best possible pathways to get clients where they want to be. We achieve this success by working together.

Our team

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…
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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…
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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 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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Meet The Advisers
Harrison joined Aspirations in 2022 as an Associate Financial Planner. Harrison started in the financial services industry providing independent financial advice for an IFA firm covering the South West. During…
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Meet The Advisers
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…
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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…
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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…
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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
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
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 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…
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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…
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Meet The Support Team
Kian joined the team in 2023 as a paraplanner and brings 5 years of experience in the financial services sector. Before joining Aspirations, Kian worked for 4 years as a…
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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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