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  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
Main areas of expertise include pensions and investments. Happy to meet at your home.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 20th September 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 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
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 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
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 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, 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:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 20th September 2021

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