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
9.0 /10
FCA verified
16th September 2019
Financial Aspirations work exclusively for owners and managers of small and medium sized businesses.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Group pensions
    • Group protection
    • 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

Make an enquiry
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

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