Financial Aspirations Lifestyle Planning
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Expatriate finances
- EEA
- Rest of world
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
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.
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.
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