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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 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
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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