Our People. Our Strength.
Meet the team
Our success is your success – and that’s something we’ve been achieving for over 20 years, by carefully listening to our clients’ needs and objectives and offering them tailored ideas and inspiration to unlock financial freedom and a better lifestyle.
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 you feel in control of your financial future and be confident making those life-changing decisions. He is responsive and available whenever advice is needed.
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 his time there he gained his Level 4 Diploma in Financial Planning. His focus is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions and ensuring objectives are met. Outside of work he enjoys listening to music and going to the gym.
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 has his Level 4 Diploma in Financial Planning and is currently studying for his J10 Discretionary Investment Management qualification. In his spare time, James likes to keep fit by playing sports. Whether it’s playing for his local football team on a Saturday or cycling into work with the company’s cycle-to-work scheme in true green fashion, James is always on the move!