Sam has over 20 years’ experience in financial services, having worked for small boutique IFA’s through to large corporate Banks and Building Societies. His extensive knowledge of investments, pensions and tax, enables him to offer advice on many differing areas of financial planning. Sam holds the Diploma in Financial Planning, Corporate Financial planning and Advanced…
Kian joined the team in 2023 as a paraplanner and brings 5 years of experience in the financial services sector. Before joining Aspirations, Kian worked for 4 years as a paraplanner and prior to that 1 year as an administrator. Kian has a Diploma in Financial Planning and will soon start working towards achieving Chartered…
Chloe joined Aspirations in June 2023 as a Senior Administrator. Before joining Aspirations, Chloe worked for other Wealth Management firms and has 4 years of experience within the financial services sector. Chloe is looking forward to learning more industry knowledge from her experienced colleagues and gaining more experience within financial services . Outside of work,…
Harrison joined Aspirations in 2022 as an Associate Financial Planner. Harrison started in the financial services industry providing independent financial advice for an IFA firm covering the South West. During his time there he gained his Level 4 Diploma in Financial Planning.
His focus is to nurture lasting client relationships by providing clear, concise, personalised advice;…
Edward joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Edward worked for various Wealth Management firms and offers a great deal of expertise in the effective management of clients. Outside of work, Edward is kept busy by his son’s sporting activities and hobbies. He and his wife like eating out and they…
Kathryn joined Aspirations in 2022 as a Senior Administrator. Before joining Aspirations, Kathryn worked for various Wealth Management firms and offers a great deal of expertise in the effective management of clients. Outside of work, Kathryn has 2 boys who both play football so she spends a lot of time ferrying them around and standing…
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Helping your employees save for their retirement. It’s all part of workplace pension reform, it means that as an employer you will need to automatically enroll certain members of your workforce into a pension scheme, and you’ll need to make a contribution towards it.
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Job: Paraplanner About the job…
As a Senior Independent Financial Planner, Roger has over 20 years of experience in financial services and is an expert in the pensions industry. His main aim is to help you feel in control of your financial future and be confident making those life-changing decisions. He is responsive and available whenever advice is needed.
Andy leads on all commercial activities and is responsible for the development of the team. With over 30 years’ experience working in financial services, a large focus of Andy’s is to ensure client value as well as assisting the team with client strategies.
Andy has played a fundamental role in growing the business from a small…