Financial Aspirations Lifestyle Planning

Independent Financial Adviser  The Old Printworks, Thame, OX9 3BN
First meeting at adviser's own cost
Financial Aspirations work exclusively for owners and managers of small and medium sized businesses.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022
Meet our advisers
MR Martin O'Reilly DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: The Old Printworks, Wellington Street, Thame, OX9 3BN
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 15th August 2022

Similar advisers near you

Restricted - whole of market 0.13 mi
I am a fully qualified financial adviser and Wealth Management Partner with True Potential Wealth Management. I advise across all aspects of retirement planning and we specialise in the complex area of Defined Benefit / Final Salary pensions.
 
Independent Financial Adviser 0.25 mi
Friendly, local, Chartered Financial Planner - IFA; providing unbiased advice in a clear and simple fashion. With over 30 years experience I provide pension and investment advice in whatever way that suits you best.
 
Independent Financial Adviser 5.99 mi
We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals. We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.
 
Independent Financial Adviser 6.32 mi
Jargon-free talk. Clear advice. Transparent fees.