Aspirations Financial Advice Ltd

Independent Financial Adviser 1st Floor, East Offices, Willow Brook Centre, Bradley Stoke, Bristol, South Glos., BS32 8BS
First meeting at adviser's own cost
Response rating
FCA verified
8th July 2019
We specialise in both personal and business financial planning, including mortgages, protection, pensions, annuities, investments and inheritance tax planning.
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Mortgage protection
    • Remortgage
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Roger Milbourn
Senior Independent Financial Planner
Gareth Owen
Independent Mortgage Consultant
Paul Jouhal
Independent Financial Planner
Peter Connell
Independent Financial Planner
Debbie Day
Independent Financial Planner
Chris Iles
Independent Financial Planner
Claire Blake
Independent Financial Planner
Stuart Smart
Independent Financial Planner
Stephen Gilpin Dip CII, Cert CII (MP)
Independent Financial Adviser
Angela Sage DipCII
Independent Financial Consultant
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
Where to find us

1st Floor, East Offices, Willow Brook Centre, Bradley Stoke, Bristol, South Glos., BS32 8BS

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.
We have private interview room facilities at our offices in the Willow Brook Centre, Bradley Stoke. We also have advisers based in Newport, South Wales and Portishead, Bristol. Please feel free to telephone or call in to see how we can help you plan for your future.

Our services

Aspirations IFA is truly independent. We do not represent any one company so act solely on your behalf.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Aspirations Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority.

Your home or property may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

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