Senior Independent Financial Planner
Working as an Independent Financial Adviser, Roger completed the Investment Management Certificate in 2011, joining a directly authorised firm as a Wealth Manager soon after. In 2012 he became an Member of the Chartered Institute for Securities & Investments having achieved the Investment Advice Diploma specialising in Private Client Advice.
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Independent Financial Planner
Steve was a founding Director of Aspirations and hails from Lincoln and now lives in Bristol with his daughter. Steve decided to take a step back from his Director duties in September 2018 to solely focus on his client’s needs. Steve comes from a banking background, bringing with him over 20 years’ specialist experience and knowledge of working with both private and business clients to ensure that they achieve the aspirations and goals they have set for themselves and their families. Steve recognised that being independent was the only way to be able to offer his clients the level of service he wanted.
Independent Financial Planner
After completion of his Business Management Degree, Chris started in the financial services industry providing retirement solutions to Independent Adviser Firms across the South West. He then progressed to a new position providing face-to-face financial planning advice to private and corporate clients for a Bristol based wealth management company. We were delighted that Chris joined us as an Independent Financial Planner in November 2018, where he continues to help new and existing clients through providing holistic financial planning advice. Further to this, Chris is working towards chartered status.
Independent Financial Planner
Stuart has 13 years’ experience in the Financial Services industry and holds the Diploma in Advanced Financial Advice and is studying towards Chartered status.
Specialising in Family protection, Investment & Retirement planning, Stuart’s aim is to build long term relationships with his clients providing them with a trusted source of advice as their financial needs and goals evolve over the years.
Independent Mortgage Consultant
Julie is our dedicated Mortgage Consultant with over 30 years’ working in Financial service she brings a wealth of knowledge and experience to the team. She worked closely with a Private Banking team in Bristol, dealing with complex cases, self-employed customers and everyone in between. She is driven to help people achieve their dreams of buying a new house or saving money on their mortgage. Known by her friends and family for her honesty and caring approach, she will always strive to do the right thing for her clients and understands the importance of thinking long term, as satisfied customers will always return and recommend their friends and family.
Independent Financial Planner
Based in Portishead Angela started working in financial services for Sun Life in Gloucester over 30 years ago, before they merged with the AXA group. She worked her way up to Sales Manager mentoring a team of Independent Advisers at their flagship office in Bristol. In 2003 she took her wealth of experience to help her husband develop his IFA practice. Following his retirement, she continued to support and advise her clients on a stand-alone basis until she joined the Aspirations Team in 2013.
Independent Financial Planner
Debbie has over 24 years of experience in Financial Services based in Felixstowe, Ipswich, Suffolk. Covering the A14 and A12 corridor Debbie has good access across Suffolk to Ipswich, Stowmarket, Bury St Edmunds through to Newmarket. Being very active in the local area she has become a specialist in protection, pensions and investments and prides herself in giving her clients bespoke advice in an easy to understand manner without the industry ‘jargon’.
Debbie is also working towards chartered status.
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Independent Financial Planner
Claire has over 24 years of experience in Financial Services Industry and is based in Braintree, Essex. Claire provides advice to clients predominantly throughout Essex and Hertfordshire region but also into Cambridgeshire and Suffolk. Providing holistic advice in all aspects of Financial Planning including protection pensions and investments. Being a fully qualified Financial Planner Claire hold the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). Claire is also working hard towards becoming a chartered financial planner.
Further to the above Claire specialities in business and commercial financial planning, including Profit Extraction, Executive and Directors Pensions, Shareholder & Partnership Protection, Auto Enrolment Pension Schemes and Employee benefits.
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Independent Financial Planner
Offering an holistic approach covering all areas of financial planning, Paul also provides ongoing support to ensure clients sufficient planning in place for any eventuality, helping them to visualise their future and discover the options open to them.
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Independent Financial Planner
Peter joined our team of advisers in November 2018 and brings over 25 years of experience as a holistic Independent Financial Adviser. Specialising in wealth management, tax and pension planning, at both individual and corporate level, he takes pride on delivering quality, bespoke financial advice. With an emphasis on building long term client relationships, transparency and integrity are at the heart of his approach to business, creating a perfect fit with the culture and ethos here at Aspirations. Situated predominantly along the M4/M5 corridor, Peter also caters to the needs of clients from all four corners of the UK, rendering his services very much in demand.
Independent Mortgage Specialist
With 20 years’ experience within the Financial Services industry, Gareth specialises in residential mortgages and later life lending – including equity release and retirement mortgages. With a wealth of experience dealing with private clients, companies and small businesses, he will offer clear and informative advice and guide you through the complexities of modern mortgage lending. Always professional, courteous and accessible, Gareth ensures regular contact and ongoing advice to all of his clients.