Financial Services with the Aspirations Team

Advice may be easy to come by, help slightly harder. Quality advice and help you can trust and rely on; that’s where we come in. We’re Aspirations, your Independent Financial Adviser, and our aim is to ensure that all our clients, both business and personal, receive the very best financial help and advice possible.

We listen to your plans and goals for your family and those for whom you care. Guiding and helping you to work towards the realisation of all your aspirations and protecting you when the unexpected happens.

Aspirations IFA is truly independent. We do not represent any one company so act solely on your behalf. We have access to every financial product on the market and complete freedom to recommend the best policies and investments and solutions to meet your own unique circumstances and requirements. We focus on what you want to achieve and are committed to building long term relationships of trust and loyalty, always putting your interests first.

 

Meet the team

 

Steve Gilpin Dip CII, Cert CII (MP & ER)

Steve is a founding Director and hails from Lincoln, but now lives in Bristol with his daughter. Like Paul, he comes from a banking background, bringing with him over 20 years’ specialist experience and knowledge of working with both private and business clients to ensure that they achieve the aspirations and goals they have set for themselves and their families. Steve recognised that being independent was the only way to be able to offer his clients the level of service he wanted. In his spare time, Steve enjoys travelling and time with his daughters and family. He enjoys the outdoors, being a keen golfer and budding gardener.

 

Paul Whitton Dip CII, Cert CII (MP)

Also a founding Director and Aspirations’ Company Secretary, Paul is married and lives in North Bristol. Specialising in financial planning for business, Paul has the vital ability to think in terms of the “big picture”, allowing him to plan more effectively for both his clients and Aspirations. Being completely independent affords Paul the opportunity to choose from the whole of the market, leading to the long term relationships of trust he so values. Outside of work you will find him spending time with his grown up family and getting out into the countryside. He also spends time following Formula One and would like to visit each track worldwide over the coming years.

 

Debbie Whitton. Director, Office and Operations Manager

Joined the team in September 2014, Debbie brings many talents to Aspirations. Wife to Paul and mum of three, Debbie’s background is in Banking, Credit Control, Accounts, Sales and Office Administration across a wide variety of industries, all skills needed to organise and assist the Advisers spend more time helping clients. Friendly and engaging, she has a way with clients that can only be described as second to none, receiving many compliments on her approach and professionalism. She uses her qualifications in computer applications to support her colleagues on a daily basis. She is organised and has a reputation of ‘getting the job done’. Interests outside of work include, keep fit classes, the gym, swimming and walking. Wildlife and Animals are a special interest; she supports the WWF and RSPB charities. Debbie is a keen photographer and loves experimenting with photographic programs on the computer.

 

Rocky Riccalton.DipCII, CeMap, TAP.dip Mortgage & Protection Specialist

Originally from Newcastle Upon Tyne, Rocky is married and lives with his wife and two boys in North Wiltshire. He has a banking background and over 25 years’ experience of financial planning, as an adviser, manager and consultant. Rocky is a strong advocate of providing personal customer service and ensuring he listens to and acts upon the needs of his customers. Least to say, excellent communication lies at the heart of what Rocky does. Outside of work, Rocky is a qualified cricket umpire and in the winter, follows his beloved football team, Newcastle United. He also enjoys time with his family and going for walks in the countryside accompanied by the family dog.”

 

Angela Sage Dip PFS.  IFA

Angela works out of our Portishead Office and started working in financial services for Sun Life in Gloucester over 30 years ago, before they merged with the AXA group. She worked her way up to Sales Manager mentoring a team of Independent Advisers at their flagship office in Bristol. In 2003 she took her wealth of experience to help her husband develop his IFA practice. Following his retirement, she continued to support and advise her clients on a stand-alone basis until she joined the Aspirations Team in 2013. She is a regular member of her local gym having only joined and took up exercise 4 years ago! Angela also enjoys cooking and baking but one of her favourite past times is eating out. She has travelled extensively but still has number of must see places on her list with China the number one goal.

 

Julie McDonald Dip RBCB CeMAP

Mortgage & Protection Adviser With over 30 years’ working in Financial services, and many of these as a mortgage advisor, Julie brings a wealth of knowledge and experience to the team.   She worked closely with a Private Banking team in Bristol, dealing with complex cases, self employed customers and everyone in between. She is driven to help people achieve their dreams of buying a new house or saving money on their mortgage. Known by her friends and family for her honesty and caring approach, she will always strive to do the right thing for her clients and understands the importance of thinking long term, as satisfied customers will always return and recommend their friends and family. She has been happily married for 31 years and enjoys holidays, eating out and thinking about exercise! She loves nature and supports the Avon Wildlife Trust.  A ‘townie’ at heart as she gets withdrawal symptoms if  kept away from shops for too long. Painting and singing are also hobbies enjoyed when time allows.

 

Maria Fennell, Administration Assistant

Maria has over 20 years of administration and secretarial experience bringing a wealth of knowledge and experience to support her colleagues at Aspirations. She is organised and conscientious. Her interests outside of work include, Pilates and Zumba classes and Countryside walks, with regular visits to Westonbirt Arboretum. Maria enjoys photography and loves taking photos of wildlife and cats. She enjoys holidaying on the Greek islands for relaxation.

 

To contact the team you can either email ask@aspirations-ifa.com or call 01454 501 959



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