Response rating
7.0/10
FCA verified
18th September 2017

Aspire Financial Management Ltd

Independent Financial Adviser 9 Newhouse Drive, Falkirk, Falkirk, FK1 5PG
First meeting at adviser's own cost
We have one goal in mind - to give you financial advice that is suitable for your individual needs.
We can advise you on
    • Wealth management
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Equity release
    • First time buyers
    • Remortgage
    • Right to buy
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Stuart Best
Financial Consultant
Where to find us
About us

Aspire Financial Management are a firm of independent financial advisers and have been helping our clients to meet their financial goals for over 20 years. As Chartered Financial Planners and Wealth Managers, we believe in establishing and maintaining long term relationships so we can navigate our clients through their financial journey.

What can we do for you?
Our mainstream service is to act on your behalf for the purpose of arranging and advising on the following:
• Investments & Pensions, for example an ISA or Personal Pension Plan;
• Personal & Family Protection, for example a Life Assurance or Critical Illness Plan;
• Mortgages, including Buy-to Let;
• General Insurance, for example Buildings, Contents or Private Medical.
For all the services described above we will complete a detailed fact find so we can understand your circumstances, specific needs and objectives. Following our research we will provide a personal recommendation(s) for you to consider. With your agreement we will then implement our recommendation(s) and arrange any products on your behalf.

Our services

Whether the advice is for you or your business, you can rest assured that you will receive financial advice that is tailored to your individual needs.
We provide expert advice on a wide range of financial areas and then put together a plan that's tailored to your individual needs and objectives, giving you peace of mind about your financial future.

Our areas of expertise are:

- Inheritance tax planning
- Building an effective investment portfolio
- Retirement planning
- Protection
- Corporate financial planning
- Taxation Planning
- Mortgages

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

Aspire Financial Management Ltd
Registered in England under reference 07804624. Registered office 5 Lister Hill, Horsforth, Leeds, LS18 5AZ

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME OR PROPERTY. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR LOAN OR ANY OTHER DEBT SECURED ON IT.

TAX TREATMENT IS BASED UPON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

TRUSTS, TAXATION PLANNING AND INHERITANCE TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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