Financial Aspirations Lifestyle Planning

Independent Financial Adviser  The Old Printworks, Thame, Oxfordshire, 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
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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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SIPPs
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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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Investment trusts
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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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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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Rest of world
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Corporate pension
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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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Long term care
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
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, Oxfordshire, OX9 3BN
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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