Aspire Financial Management

Independent financial adviser  Tenet & You, Horsforth, West Yorkshire, LS18 5AZ
First meeting at adviser's own cost
At Tenet & You Ltd we have one goal in mind – to give you the financial advice you need and complete peace of mind that your finances are in the best possible place to match your individual circumstances both now and in the future
We can advise you on
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Miss Marianna Jackson-Smith BA HONS
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Mr Rob Holder
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Mrs Sam Whitehead
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Miss Nicola Sutcliffe
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mrs Kathy Rotherforth
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Mr Dougie Borland DipPFS Cert CII (MP & ER)
Independent Financial Adviser
Mr Keith Ferris CertPFS,DipFA,MLIBF
Independent Financial Adviser
Mr David Robertson DipFA
Independent Financial Adviser

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Our services

We do this by providing expert financial advice and building a financial plan which is tailored to fit your circumstances, focusing on your needs today, future goals and aspirations.

Our advice covers the full range of financial areas, including retirement planning, protection and insurance, building an effective investment portfolio, long-term care planning, and mortgages to name just a few. We can provide a full holistic advice service or simply help you with just part of your financial planning - the choice is yours.

Where to find us
Head office address: Tenet & You, 5 Lister Hill, Horsforth, West Yorkshire, LS18 5AZ
Preferred clients
Minimum mortgage value
£125,000
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
7.0/10
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FCA authorised
Last authorised 10th May 2021

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