Office Administrator
Nickie will normally be the first person you have contact with at the office. 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.
During her time in financial services she has gained good knowledge of the industry. Nickie is very organised and is excellent at keeping our office efficiently.
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
Siân joined us as the head of our Paraplanning team in April 2019 with 13 years’ experience in the Financial Services industry. She holds the Advanced Diploma in Financial Advice and is a Chartered member of The London Institute of Banking & Finance.
Siân has extensive experience in tax, trust and estate planning solutions as well as investments, pensions, and protection and ensures that the Paraplanning team provides the support our Financial Advisers require.
Paraplanner
Steve works alongside of Siân in leading our paraplanning team and oversees the support services that our Financial Advisers require.
He has an extensive history in paraplanning 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.
Paraplanner
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!
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.
Financial Administrator
Paul has worked in financial services for the last 40 years of which 15 years has been working with local companies implementing their final salary schemes. The remaining years he has been involved with blue chip companies in the pensions sector and more recently working with a specialist financial advice firm. Paul brings a great level of experience and knowledge to the Aspirations team and administers our finance and accountancy side of the business.