01207 588999 info@aspirewealthlimited.co.uk

Running a business

Being a successful entrepreneur isn’t easy. If you want support from someone who truly understands, we’re here for you.

The trusted advisers your business deserves

When you run a business, there simply aren’t enough hours in the day. But even trying to solve that problem by outsourcing tasks is fraught with risk. You might choose a third-party adviser who’s incompetent, or worse, completely the wrong fit for you or your company.

Selecting the right people to work with is never more important than when it comes to finance. That’s why, when you come to us, we’ll spend time getting to know each other on a deeper level. Our advisers are friendly, locally based, and highly experienced in helping entrepreneurs understand and navigate the problems they face. Let us lend you our support.

Your questions, answered

Here are some of the pressing issues people like you ask us most often, and how we can help with them.

How can I turn success into security?

If you want to have something to show for all your years of entrepreneurship, you need a financial plan. The Aspire team has spent decades helping business owners get their personal finances in order through tailored, independent financial advice, and would love to do the same thing for you.

Is my business protected against risk?

As an entrepreneur, your business is your legacy. But without the right safeguards in place, that legacy could be under threat. Our specialists will help you put shareholder protection or key person protection in place, so you aren’t left to foot the bill if you or one of your co-directors is incapacitated.

Have I made an auto-enrolment mistake?

Many business owners chose the default option when setting up their employee pension scheme. But there may be other alternatives that are better for both your employees and your business. With our help, you’ll explore all options, and select an employee benefits package that meets all your needs.

Your client journey

As our client, you’ll follow our proven six-step process. At the end of it, you’ll feel clearer and more confident about your financial future.

1

Initial consultation

Your first meeting with us is a two-way conversation, where we can ask you about your financial needs, and you can ask us about the service we offer.
2

Collate information

So that we can give you our very best advice, we’ll gather all the relevant details about your current financial circumstances.
3

Prepare and analyse

In this stage, we’ll take a look at your current assets, such as savings and investments. Then we’ll consider how well these align with your goals and appetite for risk, and whether any changes need to be made.
4

Recommended course of action

With our analysis complete, it’ll be time for us to share our recommendations with you. You’ll be invited to a presentation meeting to discuss these in detail.
5

Build and implement

If you’re happy with our recommended plan, we’ll put all the building blocks in place on your behalf, opening accounts and placing investments aligned with your goals.
6

Review progress

Life is full of twists and turns, and we aim to be by your side for all of them. That means regularly reviewing your financial plan.

We can also help if you’re…

Thinking about retirement

It’s never too early to start getting your affairs in order, and we can ensure you avoid making any costly mistakes.

Take me there

Already in retirement

Don’t spend the autumn of your years worrying about money matters. Let us put a robust plan in place on your behalf.

Take me there

Building your future

Whatever your background, our advisers can help you make your way up the financial ladder. There’s no time like the present.

Take me there

What clients say

See feedback and reviews from real people who’ve benefited from our advice, plus the latest videos of Aspire clients talking about their experience with us.

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of clients believe that working with us has helped or will help them achieve their financial goals.

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of clients would recommend us to their friends, family, or colleagues.

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of clients are satisfied with our understanding of their needs, goals and aspirations.

Resources

Improving your financial education doesn’t need to cost the earth. Our handy resources are all available to you completely free of charge.

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Blogs

03/11/2025 How the benefits of your financial plan go beyond you to your family 03/11/2025 Musical health: The surprising benefits of putting on your favourite tunes
Aspire Wealth
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