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 Financial Planner
Izzy has 18 years’ experience in the Financial Services industry and holds the Diploma in Financial Planning and is studying towards Chartered status.
Over the last 15 years Izzy has built lasting client relationships specialising in personal and business advice including investments, pensions (including SIPPs and SSASs), protection and tax planning.
Outside of finance, Izzy is a keen hockey player and dabbles at tennis.
Associate Financial Planner
Sam started in the financial services industry providing independent mortgage and protection advice for a leading regional estate agency across Bristol and Bath, having previously been a successful negotiator with the same firm. He then joined a well-regarded wealth management business offering remote advice right across the UK. During his tenure there he gained his Diploma in Financial Planning and is now working towards chartered status.
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. Outside of work he is a father to two young children and a keen sportsman.
Associate Financial Planner
Steve has moved from our Paraplanning team into our Advisers team and brings a great deal of experience in financial services including working for some of the largest financial institutions in the industry such as Lloyds Bank, Bank of America and Citi Financial and has been in the financial services industry for almost 10 years. Steve is level four Diploma qualified and studying to become a chartered Financial Planner