Financial Aspirations Lifestyle Planning

Independent Financial Adviser The Old Printworks, Wellington Street, Thame, Oxfordshire, OX9 3BN
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Financial Aspirations work exclusively for owners and managers of small and medium sized businesses.
We can advise you on
    • Corporate pension
    • 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
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Martin O'Reilly DipPFS
Financial Planner
Where to find us

The Old Printworks, Wellington Street, Thame, Oxfordshire, OX9 3BN

Contact us
About us

Financial Aspirations work exclusively for retirees, executives and owners and managers of small and medium sized businesses. That’s what we’ve done for over 20 years and like many of our clients we’re family owned.

Our process focuses on your values. In an ideal world your money should support what matters to you and provide you with lifestyle options. So that’s where we start.

If your current financial situation isn’t ideal, don’t worry, that’s what we’re here for. We get things organised, take away the hassle and keep you up to date.

We don’t believe we have the right to tell anyone what to do with their own money. You make all the decisions, but with information, data, research and education provided by us. It keeps you in control, without taking up all of your precious time.

We’re experts in pre and post retirement planning, pensions, sensible investing, and tax, trust and estate planning.

Our services

We work exclusively for retirees, executives and owners and managers of small and medium sized businesses.

You make all the decisions, but with information, data, research and education provided by us. It keeps you in control, without taking up all of your precious time.

We’re experts in pre and post retirement planning, pensions, sensible investing, and tax, trust and estate planning.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

Similar advisers near you

Independent Financial Adviser 0.24 mi
"Why would you not take independant financial advice?"
 
Independent Financial Adviser 6.53 mi
 
 
Independent Financial Adviser 7.66 mi
Our simple principle is always to only provide advice that we would be happy to implement ourselves.
 
Independent Financial Adviser 7.96 mi
Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.