Meet the team at Aspirations

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.

The links above give access to more help and advice on either Personal or Business financial planning. Alternatively why not give us a call on 01454 501959 for an initial chat to see how we might be able to help you plan for a better future.

 

Adam Palmer – Director

Adam is the Managing Director of Aspirations and has been involved in the industry for the last 20 years. He has historically worked with private clients overseeing their wealth management needs and has extensive experience in business acquisition and development. Since overseeing the management buy-out of Aspirations in September 2018 he oversees and mentors the team that makes Aspirations what it is today.

 

 

 

Andy Harris – Director

Andy has worked in financial services for over 30 years, with the last 20 years concentrating on building and growing small to medium sized IFAs. He is responsible for expanding Aspirations, growing it organically and by acquisition.

 

 

 

Roger Milbourn

Senior Independent Financial Planner

Working as an Independent Financial Adviser, Roger completed the Investment Management Certificate in 2011, joining a directly authorised firm as a Wealth Manager soon after. In 2012 he became an Member of the Chartered Institute for Securities & Investments having achieved the Investment Advice Diploma specialising in Private Client Advice.

 

Steve Gilpin

Independent Financial Planner

Steve was a founding Director of Aspirations and hails from Lincoln and now lives in Bristol with his daughter. Steve decided to take a step back from his Director duties in September 2018 to solely focus on his client’s needs. Steve 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.

 

 

Chris Iles

Independent Financial Planner

After completion of his Business Management Degree, Chris started in the financial services industry providing retirement solutions to Independent Adviser Firms across the South West. He then progressed to a new position providing face-to-face financial planning advice to private and corporate clients for a Bristol based wealth management company. We were delighted that Chris joined us as an Independent Financial Planner in November 2018, where he continues to help new and existing clients through providing holistic financial planning advice. Further to this, Chris is working towards chartered status.

 

Stuart Smart

Independent Financial Planner

Stuart has 13 years’ experience in the Financial Services industry and holds the Diploma in Advanced Financial Advice and is studying towards Chartered status.

Specialising in Family protection, Investment & Retirement planning, Stuart’s aim is to build long term relationships with his clients providing them with a trusted source of advice as their financial needs and goals evolve over the years.

 

 

Julie McDonald

Independent Mortgage Consultant

Julie is our dedicated Mortgage Consultant with over 30 years’ working in Financial service she 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.

 

Angela Sage

Independent Financial Planner

Based in Portishead Angela 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.

 

 

Debbie Day

Independent Financial Planner

Debbie has over 24 years of experience in Financial Services based in Felixstowe, Ipswich, Suffolk. Covering the A14 and A12 corridor Debbie has good access across Suffolk to Ipswich, Stowmarket, Bury St Edmunds through to Newmarket. Being very active in the local area she has become a specialist in protection, pensions and investments and prides herself in giving her clients bespoke advice in an easy to understand manner without the industry ‘jargon’.

Debbie is also working towards chartered status.

 

Claire Blake

Independent Financial Planner

Claire has over 24 years of experience in Financial Services Industry and is based in Braintree, Essex. Claire provides advice to clients predominantly throughout Essex and Hertfordshire region but also into Cambridgeshire and Suffolk. Providing holistic advice in all aspects of Financial Planning including protection pensions and investments. Being a fully qualified Financial Planner Claire hold the Chartered Insurance Institute Diploma in Financial Planning (DipPFS). Claire is also working hard towards becoming a chartered financial planner.

Further to the above Claire specialities in business and commercial financial planning, including Profit Extraction, Executive and Directors Pensions, Shareholder & Partnership Protection, Auto Enrolment Pension Schemes and Employee benefits.

 

 

Paul Jouhal

Independent Financial Planner

Offering an holistic approach covering all areas of financial planning, Paul also provides ongoing support to ensure clients sufficient planning in place for any eventuality, helping them to visualise their future and discover the options open to them.

 

 

Peter Connell

Independent Financial Planner

Peter joined our team of advisers in November 2018 and brings over 25 years of experience as a holistic Independent Financial Adviser. Specialising in wealth management, tax and pension planning, at both individual and corporate level, he takes pride on delivering quality, bespoke financial advice. With an emphasis on building long term client relationships, transparency and integrity are at the heart of his approach to business, creating a perfect fit with the culture and ethos here at Aspirations. Situated predominantly along the M4/M5 corridor, Peter also caters to the needs of clients from all four corners of the UK, rendering his services very much in demand.

 

 

Gareth Owen

Independent Mortgage Specialist

With 20 years’ experience within the Financial Services industry, Gareth specialises in residential mortgages and later life lending – including equity release and retirement mortgages. With a wealth of experience dealing with private clients, companies and small businesses, he will offer clear and informative advice and guide you through the complexities of modern mortgage lending. Always professional, courteous and accessible, Gareth ensures regular contact and ongoing advice to all of his clients.

 

 

Alison Beeston

Compliance

Alison is our hard-working Compliance Officer and she is responsible for overseeing our Advisers to ensure that the correct process and best practice is undertaken. Alison responsibilities also extend to overseeing operational systems and controls, training and competence and policy frameworks. Alison extensive experience gives her a unique ability to see the bigger picture and its risks & to work with multiple disciplines and people. Further to this, her responsibility is to ensure a pragmatic sustainable cost-effective approach to business development and control.

 

 

Steve Tutton

Senior Client AssociateSteve has come to Aspirations to lead our paraplanning team and oversees the support services that our Financial Advisers require. He has an extensive history in paraplanning services including working for some of the largest financial institutions in the industry such as Lloyds Bank, Bank of America and Citi Financial and has been in the financial services industry for almost 10 years. Steve is level four Diploma qualified.

 

 

John Lloyd

Client Associate

John has considerable experience in the financial services industry, with in depth knowledge of savings and investments; pensions; annuities; protection; mortgages and level four diploma qualified in financial planning. He has a pragmatic approach to problem solving and a drive to see things through to completion. John supports Steve and the Advisers in giving clients excellent service.

 

 

 

Maria Fennell

Secretary

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 and will normally be the first person you speak with when making contact with the office.

 

 

 

Paul Farmery

Administrator

Paul has worked in financial services for the last 40 years of which 15 years has been working with local companies implementing their final salary schemes. The remaining years he has been involved with blue chip companies in the pensions sector and more recently working with a specialist financial advice firm. Paul brings a great level of experience and knowledge to the Aspirations team and administers our finance and accountancy side of the business.

 



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