Aspirations Financial Advice Ltd

Independent Financial Adviser  1st Floor, West Offices, Bristol, South Glos., BS32 8BS
First meeting at adviser's own cost
We know there is more to life than money, but it’s a very good place to start. That’s because with our team’s bespoke financial planning, you can start unlocking the life you want. We look, we listen and we take things personally.
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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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.8/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
MR Stuart Smart
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

MR Chris Iles
Independent Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Chartered Financial Planner
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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.

Isabel Palmer

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
‘We started working with Aspirations Financial Advice Ltd. in 2013 when we needed advice on how to invest an un-expected windfall. We have found Paul Whitton to be a thorough, helpful and knowledgeable advisor. We have been very happy with the management of our funds, and trust Aspirations to provide ongoing advice through our imminent retirement.’
Mr & Mrs A P, Failand
Great Financial Planning, Investments & Pension service
Mr KK, Bristol
"A year ago Paul Whitton, one of your advisors, visited my home to discuss a rather complex 'Cross Option Agreement' concerning a business partnership insurance policy. Unlike previous advisors from other companies, Paul was very knowledgeable and thoroughly professional. He sorted out the correct policy, and also a policy to pay off my mortgage in the event of death! I would recommend Paul and Aspirations Financial Advice certainly"!
Gavin H, Clevedon
5 stars. Thank you to Paul for some excellent advice. A very fair consultation. I would definitely use their services again. Thank you again.
Nicola A, Bradley Stoke
About us

It’s a simple formula – we get to know you, your situation and your goals properly to make your finances work harder for you, and make tomorrow’s vision a reality. Our own success comes from providing peace of mind, opening new doors and striving to make your life better.

Based in Bristol, we are a team of fully qualified financial planners, paraplanners and administrators, all working together to help our clients from all walks of life to achieve their aspirations for the future.

We’re big enough to have the skills and expertise you’ll need, but small enough to give you the attention you want, which is something we pride ourselves on, and it means we’ll always be on hand to help – so you can always pop by for a chat, or pick up the phone.

Our services

Personal and business financial planning

Where to find us
Head office address: 1st Floor, West Offices, Willow Brook Centre, Bradley Stoke, Bristol, South Glos., BS32 8BS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.8/10
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FCA authorised
Last authorised 28th June 2021

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