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.
Financial Planners
Roger Milbourn, Senior Independent Financial Planner
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.
Sam Lane, Independent Financial Planner
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 and ensuring objectives are met.
Harrison Angove, Independent Financial Planner
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 Bailey, Independent Financial Planner
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!
Sam Harris, Independent Financial Planner
Sam has over 20 years’ experience in financial services, having worked for small boutique IFA’s through to large corporate Banks and Building Societies. His extensive knowledge of investments, pensions and tax, enables him to offer advice on many differing areas of financial planning. Sam holds the Diploma in Financial Planning, Corporate Financial planning and Advanced Mortgage qualifications.
Client Services Team
Stephen Ollis, Compliance Manager
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 all regulatory requirements. Steve has enjoyed a 14-year career in the financial services sector and is currently studying for his Level 7 to become a Chartered Wealth Manager. Stephen is also certified in Investment Management, Combating Financial Crime, Pensions Transfers, Mortgage Advice and Practice and Equity Release. Outside of work, Stephen enjoys spending time with his family and is a proud season ticket holder of Bristol City with his eldest daughter. Stephen enjoys relaxing to Planet Rock with a single malt at hand.
Nichola Badcock, Business Support Manager
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 experience in financial services which include banking and wealth management. She brings a great deal of knowledge and experience to support the team at Aspirations. When Nickie isn’t working, she is spending quality time with her family or relaxing on the beach in Playa Del Carmen which she tries to visit yearly!
Sarah Casey, Project Co-ordinator
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 Clifton Asset Management and her career spans various roles within the finance sector over the last 15 years, working in support, management and sales roles. Outside of work, Sarah loves to spend time with her friends and family surrounded by good food and is kept very busy by her two-year-old. Wherever possible, Sarah loves to travel.
Rachel Finn, Senior Paraplanner
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 and management. During this time, Rachel obtained a number of qualifications including her Level 6 Certified Financial Planner diploma. Outside of work, Rachel is kept busy by her daughter and enjoys tennis and spending time with family and friends.
Steve Hardman, Senior Paraplanner
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 & before that was a Pre Sales Support Representative. Steve is responsible for carrying out a lot of the background work required for clients who seek help with financial planning and works alongside Financial Planners to create, implement, & review client’s financial plans. Steve has a Diploma in Financial Planning and is currently working towards becoming Chartered. His specialties include pensions and cashflow planning. Outside of work, Steve enjoys hockey, where he plays and volunteers for his local hockey club, he is the Men’s Club Captain and League Liaison, having previously captained one of the men’s sides. Aside from hockey Steve also enjoys cricket and cooking.
Kian Moores, Paraplanner
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 paraplanner and prior to that 1 year as an administrator. Kian has a Diploma in Financial Planning and will soon start working towards achieving Chartered status. Kian enjoys powerlifting at his local gym, watching British films, and cycling when the weather allows him to.
Edward Morgan, Senior Administrator
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 of clients. Outside of work, Edward is kept busy by his son’s sporting activities and hobbies. He and his wife like eating out and they all enjoy family walks with their dog.
Kathryn Lee, Senior Administrator
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 of clients. Outside of work, Kathryn has 2 boys who both play football so she spends a lot of time ferrying them around and standing on the side-lines supporting them come rain or shine.
Mira Patel, Senior Administrator
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 well as getting to grips with the financial services sector. When Mira isn’t working, she is nose-deep in a book or dreaming about where to travel next. A keen traveller, Mira has visited New Zealand, Australia, Thailand, Cambodia among other countries, and is looking at her next trip abroad.
Chloe Cowley, Senior Administrator
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 sector. Chloe is looking forward to learning more industry knowledge from her experienced colleagues and gaining more experience within financial services . Outside of work, Chloe enjoys spending time with her family, friends, and enjoys her regular trips down South taking her dog on long walks along the coast.
Directors
Andy Harris, Commercial Director
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 to ensure client value as well as assisting the team with client strategies. Andy has played a fundamental role in growing the business from a small team to the team we have today. As well as running the business alongside Adam, Andy oversees all marketing activities and encourages the team to work and live by the Aspirations values.
Adam Palmer, Managing Director
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 focus now is to oversee Aspirations and ensuring our clients and stakeholders remain central to our business strategy. He also has extensive experience in acquiring and integrating businesses in the financial advisory sector. Adam has ultimate responsibility in leading and growing all sectors of the business.