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Work with us

Become part of a growing family

When you join Aspirations, you’ll be working for one of the fastest growing Financial Planning firms in the South West. But most importantly, you’ll become part of a close-knit team where professional development and personal wellbeing is paramount.

We’re proud of our company culture of empowerment, integrity and collaboration and we’re always on the lookout for like-minded individuals who can adapt quickly to change, whilst fully embracing our vision and values.

We value employee wellbeing which is why offer an attractive benefits package with study support all the way through to fun team outings (picture boats and zip-lining), to make you feel part of our family from day one.

What we offer :

  • Flexible hours
  • Comprehensive benefits package
  • Pension
  • Attractive local amenities – fitness centre, shops and restaurants on the office’s doorstep
  • Ample free parking
  • Employee referral scheme
  • Team socials and family events
  • Cycle to work scheme
  • Bonus scheme

Employee Testimonials

“I have been at Aspirations since January 2021. I really enjoy working for the company, the team is full of friendly and supportive individuals, and there is a real team spirit in the office. Since joining, I have been given regular and consistent feedback from the senior management team. I think this is important as it shows that my work is appreciated. They have also given me a roadmap in terms of my progression within the company. This gives me something to push for and I think it is great that they have highlighted my strengths and given me an idea of when I will be able to advance in my career. ”

James Bailey, Senior Administrator

“For a small company, the core benefits package that Aspirations offers its staff is exceptional. In addition to this there are extra touches that make me feel valued as an individual. Despite being one of the newer members of the team I already feel very settled and part of the furniture so they are definitely doing something right!”

Sarah Casey, Senior Administrator  

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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