Aspirations Financial Advice Ltd

Independent Financial Adviser 23 Fallow Field, Honeybourne, Worcestershire, Evesham, WR11 7TE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Will travel to meet you. I am a Pension Transfer Specialist & Investment Manager.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Roger Milbourn
Senior Independent Financial Planner
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
Where to find us

23 Fallow Field, Honeybourne, Worcestershire, Evesham, WR11 7TE

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Compliance

Aspirations Financial Advice Ltd is directly Authorised and Regulated by the Financial Conduct Authority (FCA) FRN Number 668764).

Registered in England and Wales, number 8252963.

Registered Office: 1st Floor East Offices Willow Brook Centre, Bradley Stoke Bristol Avon BS32 8BS.

The value of your investments can go up as well as down and you may get back less than you originally invested.

A mortgage is a loan secured against your home and your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Similar advisers near you

Independent Financial Adviser 4.22 mi
 
 
Independent Financial Adviser 6.13 mi
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
 
Independent Financial Adviser 8.99 mi
*TOP RATED - MICHAEL HAS QUALIFIED FOR VOUCHEDFOR'S 2019 GUIDE TO THE UK'S TOP RATED FINANCIAL ADVISERS IN THE UK*
 
Independent Financial Adviser 9.39 mi
Independent, experienced and highly qualified chartered financial planners who offer a non-obligation financial consultation.