Office Manager
Nickie is our Office Manager and she is responsible for the overseeing the daily work activities in the office and also Human Resources. Nickie also oversees the financial administration of the business. She has 17 years’ experience in financial services which includes the banking sector as well as working with wealth management firms. She brings a great deal of knowledge and experience to support the team at Aspirations.
Compliance Manager
Liz joins Aspirations with and extensive experience in compliance and operations management gained in the financial planning sector. In Liz’s own words ‘We have a very happy, helpful and technically fantastic team here, committed to giving our clients the best possible service in realising their financial aspirations’.
When not in the office, Liz spends a lot of time acting and singing, mainly in operetta; the other, rather obscure, hobby is as a “scam-warner”. Liz belongs to a forum which identifies and helps victims of internet scams; they counsel those affected and get warning messages out there to prevent further victims being conned.
Head Of Paraplanning
John graduated Dundee University with MA in Business Economics and Marketing. He started working in financial services January 2010 and has a great deal of experience in paraplanning; working across a wide range of financial planning needs. In 2014, work brought John to Bristol where he continued his career in financial services. He holds the Diploma in Financial Planning qualification and is working towards Chartered status. John is very much client focused, friendly and approachable, always striving to deliver excellent service.
Outside of work, John enjoys running and has helped raise money for charity by taking part in a number of organised events in recent years; including the Race for Life, Bristol 10K, South West Tough Mudder and the Bath Half Marathon. Coming from Scotland he also loves the mountains and successfully completed the ‘Three Peaks Challenge’ as well as the ‘Cateran Yomp’ – a 54 mile cross country trek in 24 hours!
Paraplanner
Juna joined financial services over 12 years ago after finishing her university studies. She holds the Diploma in Regulated Financial planning and is working to develop further and achieve Chartered status.
She has extensive experience in tax, trust and estate planning solutions as well as investments, pensions, and protection and ensures that the support team provides the assistance that our Financial Advisers require.
Paraplanner
Russ has worked in the financial services sector for just short of 20 years and has a great deal of experience within the industry. He began his career at Aviva and has also worked for the Royal Bank of Scotland, Lansdown Place and Quro Financial Limited. Over the years he has gained a good knowledge in Bonds, Pensions, Life Cover and Investments. He is a very friendly and approachable member of the team and is currently working towards being diploma qualified in financial planning.
Outside of work, Russell enjoys Football, Cricket and Running. He has completed multiple half-marathons, marathons and walks over the years raising money for good causes.
Senior Administrator
Ruth has worked in the Financial Services industry since 1999, working in sales support roles for large insurance companies and as an administrator for various Financial Advisory firms.
Outside of work Ruth has been volunteering as a Beaver Scout leader for the last 7 years. She enjoys camping and walking with her dog. She also spends a lot of time taking her sons to various sporting activities.
Senior Administrator
Keith has 13 years’ experience in financial services which includes the Royal Bank of Scotland and AXA/Aviva. He brings a wealth of knowledge and experience to support his colleagues at Aspirations. During his time in financial services he has gained a good knowledge in Bonds, Pensions, life cover, bereavements, mortgages, maturities, and many other products.
Outside of work, Keith likes to play golf and assists in coaching under 13’s girls football team that his daughter plays in. When he isn’t helping with the football he is ‘dads taxi’ to his eldest daughter who runs at county level.
Senior Administrator
Isabel graduated from Bournemouth University, achieving a Master’s Degree in Finance. She has also achieved a Batchelors Degree in International Finance from the University of Plymouth. Isabel provides investment analysis and administration support to the financial planners and also assists with client enquiries.
In her spare time Isabel enjoys walking, keeping fit and reading.
Administrator
Tayla is an experienced financial services administrator and supports the paraplanning team and financial planners.
She prides herself on excellent customer service, has a pragmatic approach to problem solving and a drive to see things through to completion. Tayla is currently studying towards becoming a diploma qualified paraplanner.