Wealth Aspirations

Independent Financial Adviser  47-48 1st floor, Pegholme, Wharfebank Mills, Leeds, LS21 3JP
First meeting at adviser's own cost
We have over 60 years experience advising clients. Pensions, drawdown, tax and investments are my speciality. We can do appointments over Zoom if you prefer to the usual face-to-face format.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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SIPPs
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Stakeholder
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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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Traded endowment policies
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Unit trusts
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Lump sum
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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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Income protection insurance
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Life insurance
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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 ISA
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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
9.5/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
MR Thomas Mannion BA (Hons) DipPFS
Founding Partner / IFA

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Offer 'plain talk' advice and does his utmost to propose investments with minimal charges but which meet our needs for secure products.
Peter Thompson, Pannal, Harrogate
Tom has worked closely with me to reduce my overall tax burden and assisted with my financial planning.He is knowledgeable and easy to work with and understand.He is continually looking for ways to improve my investments and tax and financial planning
David Jones, Pool in Wharfdale
Tom provides well illustrated and easily understood advice.His suggestions have proved very successful for our family investments
Dr Peter Goulding, Harrogate
For someone who is very new to everything, Tom explained everything really well and simplified things so that I would understand. He has a friendly and approachable manor and my business partner and I have complete trust in his advice and recommendations.
Rebecca Zimmerman, Boston Spa
About us

We believe in face-to-face advice the old fashioned way.
We understand what is important to you and just like you have we take extreme care when dealing with what is essentially your life savings.

Our services

Mitigate tax, build investment portfolios and manage your financial world through face to face meetings.

Where to find us
Head office address: 47-48 1st floor, Pegholme, Wharfebank Mills, Ilkley Road, Otley, Leeds, LS17 5AD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.5/10
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FCA authorised
Last authorised 28th June 2021

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