About Wealth Aspirations

We have over 60 years experience advising clients.Pensions, drawdown, tax and investments are my speciality.We can do appointments over Zoom if you prefer to the usual face-to-face format.
We believe in face-to-face advice the old fashioned way. We understand what is important to you and just like you have we take extreme care when dealing with what is essentially your life savings.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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