61 Queen Charlotte Street
Bristol
BS1 4HQ
The Aspire Partnership LLP
Chartered Financial Planners based in Bristol
About
We are experienced Chartered financial planners. We deal with individuals, businesses owners and people looking after other peoples money - such as Trustees, Attorneys and Deputies. We are an independent partnership and are happy to work closely with other professionals such as Accountants and Solicitors.
Our approach is extremely common sense. We keep things as simple and clear as possible to put you back in control of your finances. We look at everything you've already got - the whole kit and caboodle - listen to what you want and work with you to align your financial, personal and business goals. Nothing is hidden - the cost of our advice is clear and transparent and we are happy to work hard for you - we believe in being good value for money.
We have specialist advisers for advanced pension work, commercial property in pensions (SIPP), specialist pensions for business owners (SSAS), pensions in divorce, managing family wealth, releasing money from your home via equity release and financial wellbeing.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.