What our clients say
Firstly, can I thank you most sincerely for agreeing to drop everything and meet us at Kings Cross on the 24th May. It is heartening to know that there are still professional people in this world who, not withstanding the amount of regulation imposed over the last few years, are still willing to put the needs of the clients first. That was something which I tried to do over some 25 years in professional practice before 1994.
Unfortunately, because of the delay on the part of Phoenix Life in sending the rest of the documents to me by email, I had to post all of them from Israel, resulting in a delay of all of about a week, which added to the overall strain of the process. Nonetheless, I think its coming right and we look forward to obtaining possession of the property the beginning of July.
Secondly, many of your comments and contents of your letter made me think about future financial planning and although I confess I have always been somewhat sceptical about independent financial advice- when I see you again I will tell you a long story about what still seems to me to have been an attempted rip off-- your whole approach has changed my view and I'm sure I will be seeking further advice from you once the financial position has stabilised.
Many thanks again.
I am writing to thank you for an “excellent job done” in reorganizing my Pensions, Life Insurance and Savings, and because of that I will now be better off than I thought I would be when I eventually retire.
I was impressed by the way you put me at ease and explained what needed to be done in plain simple terms that anyone could understand.
You explained everything up front so there were no surprises when the charges and or commissions for the services provided needed to be addressed.
Thank you again, and we would have no hesitation in passing on your name to those who will benefit
I have been a client of Aspire Independent Financial Planners, for the past 5/6 years. I have been fortunate in that I have always had dealings with Gary Plein who has from our first meeting, given me sound advice, been unfailingly courteous, helpful, pleasant and enabled me to sleep soundly at night without any financial worries!
Aspire and Gary Plein were recommended to me in 2004/5 when I was about to retire from full time employment. I had very little idea about finances or how to provide for my future when I would no longer be earning a salary and this was a worry to me. Gary initially helped me to set up a portfolio, sorted out my vast amounts of paperwork gathering dust and has consistently helped me with any financial queries or worries I may have. He has enabled me to enjoy my retirement during the last five years and in the years to come. I am more than happy to leave my financial affairs now and in the future in his capable hands. We have a meeting once a year to go through various aspects of my financial affairs and I find this very reassuring.
From all of my dealings with him and Aspire I cannot recommend them highly enough for the many reasons mentioned above and I hope they will both continue to prosper long into the future.
Established in the 1998, Aspire offers a “full range” of financial services. Our Financial planners are highly qualified and experienced that provide expert advice providing in-depth holistic financial planning and wealth management. Aspire has a particular expertise in advice to individuals, families, businesses, trusts and charities. The advisers have a particular expertise in Pension Planning, Investment, Retirement, Equity Release, Inheritance Tax and Estate Planning.
Offering advice on all aspects of financial planning. Pension & Retirement Planning, Wealth Management, Investment Planning, Estate Planning, Protection Planning, Tax Mitigation, Auto Enrolment, Equity Release. Meetings can be arranged at a time and location that is best for you.