Aspirations

Aspirations We know there is more to life than money, but it's a very good place to start. This is proper financial planning, taken personally.

Whether you're nearing retirement, or need to better plan your business finances - we're here to help. Aspirations provide a professional, friendly and confidential service. We are fully Independent and our Advisers have extensive experience working both with Personal Clients and Businesses. Our goal is to help you achieve your future plans and aspirations whilst protecting you, your family and yo

ur business from the unexpected. Aspirations Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, number 8252963.

We're very proud to announce that Aspiration's own, Sam Lane, has been named as a Top Rated Financial Adviser in the  to...
26/03/2022

We're very proud to announce that Aspiration's own, Sam Lane, has been named as a Top Rated Financial Adviser in the today! ๐Ÿ†

A big Thank You to all of our lovely clients who have helped us to achieve this rating and who have left us a review on VouchedFor

View Sam's VouchedFor profile here ๐Ÿ‘‰ http://bit.ly/3iBxGTk

๐“๐š๐ฑ ๐ฒ๐ž๐š๐ซ ๐ž๐ง๐ ๐ข๐ฌ ๐ฎ๐ฉ๐จ๐ง ๐ฎ๐ฌ! โฐ ๐Ÿ“…Play our tax year end-themed Wordle game for a chance to win a FREE financial plan worth ยฃ1,...
11/03/2022

๐“๐š๐ฑ ๐ฒ๐ž๐š๐ซ ๐ž๐ง๐ ๐ข๐ฌ ๐ฎ๐ฉ๐จ๐ง ๐ฎ๐ฌ! โฐ ๐Ÿ“…

Play our tax year end-themed Wordle game for a chance to win a FREE financial plan worth ยฃ1,500.


โœ”๏ธ Must be a UK resident.

โœ”๏ธ Be the FIRST to send us a screenshot of the correct answer and you will win a FREE financial plan.

๐‚๐ฅ๐ข๐œ๐ค ๐ก๐ž๐ซ๐ž ๐ญ๐จ ๐ฉ๐ฅ๐š๐ฒ โžก๏ธ bit.ly/3vWt9D0

๐–๐ก๐š๐ญ ๐ฒ๐จ๐ฎ'๐ฅ๐ฅ ๐ฐ๐ข๐ง โžก๏ธ A detailed cashflow report which will show you where you stand in relation to your objectives and a report showing you what solutions or products are available to you.

The discrepancy between female and male Financial Planners is no surprise. โ™€๏ธ โ™‚๏ธ But the number of   is rising ๐Ÿ‘. At Asp...
08/03/2022

The discrepancy between female and male Financial Planners is no surprise. โ™€๏ธ โ™‚๏ธ

But the number of is rising ๐Ÿ‘.

At Aspirations, we're proud to have double the
average number of female Financial Planners in our team. โš–๏ธ

See what our own Claire Dunn has to say ๐Ÿ‘‡

"To achieve goals in life, itโ€™s important to build a support network to help you reach that goal. As a woman, the goal of reaching financial independence, which is having enough income to live without being dependent on others, is no different. In fact, itโ€™s even more important when we live in a world where stereotypes continue to reinforce that money and finance are a manโ€™s role.

Whilst weโ€™re still nowhere near having enough female representation in the financial planning world, there are some of us! ๐Ÿ™‹

Being part of each clientโ€™s support network, listening, being empathetic and working collaboratively is a critical part of being a Financial Planner.

The most rewarding part of my role is seeing women become empowered as they take control of their finances." ๐Ÿ™…โ€โ™€๏ธ

We're proud to have raised ยฃ504 to help support Children with Cancer UK with their vision of a world where every child s...
18/02/2022

We're proud to have raised ยฃ504 to help support Children with Cancer UK with their vision of a world where every child survives cancer.

Thank you again to our players and Captain James Bailey for your recent efforts on the pitch!

We have always been passionate about our people and the planet. But as it's Valentine's Day, we're looking to make thing...
14/02/2022

We have always been passionate about our people and the planet. But as it's Valentine's Day, we're looking to make things official. โค

We have decided to follow the path of continuous improvement and have started the journey to becoming a B Corp Certified company.

We're hoping that soon, we can proudly join a community of nearly 4,500 certified B Corporations, using our business as a force for good.

Once certified by B Corp UK, we will be legally required to use our business as a force for good, taking into consideration the impact of our decisions on our workers, communities, clients, suppliers and the environment.

Full story here ๐Ÿ‘‰ https://bit.ly/3uKuT1z

Aspirations goes B Corp The last two years has seen Aspirations navigate new waters, forcing us to adapt to new ways of working. The closeness of our tight-knit team has ensured our resilience in the face of a global pandemic. Our people, be they our clients or staff, remain of the utmost importance...

Thank you to Business Fives for organising such a great corporate charity event. A huge thank you to all of our players ...
09/02/2022

Thank you to Business Fives for organising such a great corporate charity event.

A huge thank you to all of our players who participated in yesterday's match to raise funds for Children with Cancer UK.

And perhaps the biggest thank you of all to our donors who helped raise ยฃ255, which we will be matching, bringing our total funds to ยฃ510!

To everyone who donated to our fundraiser for Children with Cancer UK, THANK YOU.So far, you've helped us raise ยฃ255 alo...
08/02/2022

To everyone who donated to our fundraiser for Children with Cancer UK, THANK YOU.

So far, you've helped us raise ยฃ255 alongside any potential winnings if our team are successful in the Business Fives match later today. โšฝ

If you haven't donated yet but would like to, there's still time!

๐Ÿ”— bit.ly/3J6eng0

The very best of luck to our team who will be out there playing for Children With Cancer UK.

Today, 12 children and young people will be given their cancer diagnosis. We are raising funds to help support Children ...
01/02/2022

Today, 12 children and young people will be given their cancer diagnosis.

We are raising funds to help support Children with Cancer UK with their vision of a world where every child survives cancer.

Our team is taking part in an Business Fives charity football match where we'll be playing for up to ยฃ10,000 for our chosen charity.

We are also fundraising alongside the potential winnings so any amount you can spare would be so appreciated by our team and by Children with Cancer UK.

JustGiving ๐Ÿ”— https://bit.ly/34j9ilH

Help Aspirations Financial Planning raise money to support Children with Cancer UK

๐„๐ฏ๐ž๐ซ๐ฒ ๐๐š๐ฒ ๐ข๐ง ๐ญ๐ก๐ž ๐”๐Š, ๐Ÿ๐Ÿ ๐œ๐ก๐ข๐ฅ๐๐ซ๐ž๐ง ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ง๐  ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž ๐š๐ซ๐ž ๐๐ข๐š๐ ๐ง๐จ๐ฌ๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐œ๐š๐ง๐œ๐ž๐ซ. On February 8th, members of the Aspirations...
28/01/2022

๐„๐ฏ๐ž๐ซ๐ฒ ๐๐š๐ฒ ๐ข๐ง ๐ญ๐ก๐ž ๐”๐Š, ๐Ÿ๐Ÿ ๐œ๐ก๐ข๐ฅ๐๐ซ๐ž๐ง ๐š๐ง๐ ๐ฒ๐จ๐ฎ๐ง๐  ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž ๐š๐ซ๐ž ๐๐ข๐š๐ ๐ง๐จ๐ฌ๐ž๐ ๐ฐ๐ข๐ญ๐ก ๐œ๐š๐ง๐œ๐ž๐ซ.

On February 8th, members of the Aspirations team are taking part in a Business Fives football tournament competing against other local companies to help raise funds for Children with Cancer UK with Cancer UK with Cancer UK, who have a vision of a world where every child survives cancer.

There is a charity donation of ยฃ750 up for grabs at the Bristol qualifier and over ยฃ10,000 to be distributed to the winnersโ€™ chosen charities at the national final. โšฝ๏ธ ๐Ÿฅ…

We are looking to fundraise alongside the potential winning pot and have set up a JustGiving page for further donations.

Your donation will give the gift of hope to children facing cancer and help to secure the future of life-saving research.

๐Ÿ”— https://bit.ly/34j9ilH

Weโ€™re big enough to have the skills and expertise youโ€™ll need, but small enough to give you the attention you want. Our ...
20/01/2022

Weโ€™re big enough to have the skills and expertise youโ€™ll need, but small enough to give you the attention you want.

Our Financial Planners take care to understand you, your circumstances and your financial goals and objectives.

Read real stories from real clients about how we've helped them achieve their financial objectives with .

โžก๏ธhttps://bit.ly/3GSK3oM



๐Ÿ“ž 01454 501959
๐Ÿ“ง [email protected]
๐Ÿ’ป https://aspirationsfp.co.uk

WE'RE HIRING! ๐Ÿ“ฃWe're currently looking for an experienced Senior Administrator to join our team. Full job description he...
14/01/2022

WE'RE HIRING! ๐Ÿ“ฃ

We're currently looking for an experienced Senior Administrator to join our team.

Full job description here ๐Ÿ‘‰ https://bit.ly/3I39nsb

When you join Aspirations, youโ€™ll be working for one of the fastest growing Financial Planning firms in the South West. But most importantly, youโ€™ll become part of a close-knit team where professional development and personal wellbeing is paramount.

Weโ€™re proud of our company culture of excellence, empowerment, integrity and collaboration and weโ€™re always on the lookout for like-minded individuals who can adapt quickly to change, whilst fully embracing our vision and values.

Many people look to get their house in order at the start of the New Year ๐Ÿ ๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ. With our cashflow forecasting, you'll ...
06/01/2022

Many people look to get their house in order at the start of the New Year ๐Ÿ ๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ. With our cashflow forecasting, you'll be taken on a visual journey of your future with goal-based, interactive planning.

Get answers to important life questions based on on your current and projected future needs, goals and aspirations.



๐Ÿ“ž 01454 501959
๐Ÿ“ง [email protected]
๐Ÿ’ป https://aspirationsfp.co.uk

Address

1st Floor, West Offices, Willow Brook Centre, Bradley Stoke
Bristol
BS328BS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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