Aspire Mortgages & Financial Services Ltd

Independent Financial Adviser  323 St Margarets Road, Middlesex, TW1 1PW
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FCA authorised
Last authorised 26th October 2020
To provide a mutually beneficial relationship and enhanced value.
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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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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OEICs
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Offshore investments
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Socially responsible investments
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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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Small business
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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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EEA
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Commercial mortgages
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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
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Sharia finance
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Long term care
Meet our advisers
Shammi Sharma
Director
About us

My service is based on a set of principle centred values through which I build up mutually beneficial relationships with my client to help them develop a short, medium and long term financial strategy to meet their objectives.
To discuss principle centred values contact me.

Our services

Provide suitable financial safety nets to protect you, your family and business.

Develop short, medium term investment plans suitable for the clients circumstances.

Minimize the income, capital gain and inheritance tax through utilizing tax allowances.

Arrange finance for residential and commercial property purchase and re-mortgaging.

Provide guidance on and setting up suitable tax efficient wills for inheritance tax estate planning and suitable lasting Powers of Attorney.

Review the arrangements which have been set up and make necessary changes required meet changing circumstances.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

323 St Margarets Road, St Margarets, Twickenham, Middlesex, TW1 1PW

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