Response rating
9.3/10
FCA verified
13th November 2017

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
We specialise in both personal and business financial planning, including mortgages, protection, pensions, annuities, investments and inheritance tax planning.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Stephen Gilpin Dip CII, Cert CII (MP)
Independent Financial Adviser
Paul Whitton Dip CII, Cert CII (MP)
Independent Financial Consultant
Rocky Riccalton
Mortgage and Protection Adviser
Daniel Howls
Independant Financial Adviser
Accreditations
Certified Financial Planner
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
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)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Aspirations Financial Advice Ltd is accredited and regulated by the Financial Conduct Authority.
Principals: S Gilpin & P Whitton

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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