01207 588999 info@aspirewealthlimited.co.uk

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.

For a financial future you’re excited about

Ending your career and starting your retirement should be a seamless, enjoyable experience, but too often, money worries get in the way. You’re unsure how much you’ll need, and fearful of seeking help from unfriendly advisers based in intimidating offices miles away who only seem to be out for profit.

It doesn’t have to be this way. Our close-knit team of experienced professionals are all born and bred in the north-east, and our independent status means we always work in your best interests. If you’d like a personalised plan that will take you to retirement and beyond, you’re in the right place.

Your questions, answered

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

Should I save or invest my money?

There’s no straightforward answer to this question, and you should steer well clear of anyone who tells you otherwise. All our clients get a comprehensive financial plan that’s tailored to them, their goals, and the risk they’re willing to take with their money. We think that’s the best starting point.

Do I have the right pensions in place?

At this stage of your life, your pension needs to give you the strongest possible returns so you can retire in comfort when the time comes. Our experts will review your current arrangements, and if we don’t think they’ll help you achieve what you aspire to, we’ll make any necessary changes.

What if something unexpected happens?

If you want to ensure your loved ones benefit from all your hard work no matter what, it’s worth putting proper safeguards in place. Protection policies like life insurance and critical illness cover can offer real peace of mind, and we’ll help you find the products that are right for you.

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…

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

Running a business

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

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

06/10/2025 Why you should look on the bright side of life 06/10/2025 The Japanese wellbeing concepts that could improve your life
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