1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Worcestershire
  8. breadcrumb-arrow
  9. Honeybourne
  10. breadcrumb-arrow
  11. Aspirations Financial Advice Ltd

Aspirations Financial Advice Ltd

Independent Financial Adviser  23 Fallow Field, Worcestershire, Evesham, WR11 7TE
First meeting at adviser's own cost
Will travel to meet you. Main areas of expertise include pensions and investments.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Roger Milbourn
Senior Independent Financial Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
Roger has been very hands on with helping us to establish a balanced portfolio that balances our attitude to risk but will also build in a level of flexibility so we can access our investments in the event we change our strategy. I am very impressed with the level of service and I really believe that from the portfolio management service we have received to date, our money is being managed to gain maximum returns. We are in safe hands
Sarah G, UK
Roger is a friendly, open and effective communicator. He understands my life situation perfectly, my goals, aspirations and risk profile, and his advice has proven to be sound and sensible.
Matt P, UK
Roger holds a rare ability to communicate complex financial information and calculations in a way that is clear, understandable and even interesting to the average person. Only when making a life-defining decision with something as important as a pension, you rapidly understand how valuable an attribute this is. He has helped me feel in control of my financial future.
Antony J, UK
About us

Along with a professional, friendly approach from our advisers, our independent status is a key foundation to our service, ensuring we can advise on products across the whole market place. Therefore, we act solely in the best interests of our clients at all times.

Our services

I am the local Partner for Aspirations and would welcome the opportunity to meet with you, at my own expense, to explain how our proposition can add value to your circumstances. I can help you plan for retirement, actively manage your investments and utilise all available tax allowances with an emphasis on sensible risk management. If you are looking to develop a long term relationship please do get in touch.

Where to find us
Head office address: 23 Fallow Field, Honeybourne, Worcestershire, Evesham, WR11 7TE
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

The Private Office
Independent Financial Adviser 2.33 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
AFH Wealth Management LTD
Independent Financial Adviser 4.22 mi
 
 
See profile
Intelligent Financial Advisory Ltd
Independent Financial Adviser 5.11 mi
Creating, managing and protecting your wealth the intelligent way
 
See profile
Beanland Financial Services Ltd
Restricted - whole of market 6.13 mi
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.