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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 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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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 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
Tayla joined the team in June 2019 and has been working in the financial services sector for 4 years. She has recently taken on the role of Senior Administrator, priding…
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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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