Our fee philosophy
Learn more about the way we structure our services, and how you benefit when you work with us.
A simple approach for a lifetime of support
Your first meeting with us is completely free of charge, and comes with no obligation whatsoever. If you like what you hear and would like to move forward with us on a long-term basis, you’ll pay for just three things.
- Financial review and recommendation: You’ll get a detailed, easy-to-follow overview of your current financial position, and our expert advice about the steps you should take next to achieve your goals
- Implementation: We’ll turn our recommendations into reality, contacting product providers and setting up accounts on your behalf, and handling all the administration tasks for you
- Ongoing reviews: On top of continually monitoring the performance of your portfolio, we’ll meet with you at least once a year to discuss whether any changes need to be made.
No action will be taken until you’re 100% happy, and all fees will be agreed in advance. What you pay depends on how complicated your situation is, so get in touch to arrange your no-obligation chat and find out more.
Is it really worth it?
It’s our firm belief that taking professional advice from experienced, qualified advisers like ours is the best way to improve your financial wellbeing, however much money you have. Don’t just take our word for it, though: there’s proof that financial advice can make you wealthier as well as happier.
Research by the International Longevity Centre and Royal London found that people in the UK who took professional financial advice between 2001 and 2006 were on average £47,706 wealthier after 10 years than those who didn’t. Contact us today to discover more about our financial advice process and how it could help you.
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.
of clients believe that working with us has helped or will help them achieve their financial goals.
of clients would recommend us to their friends, family, or colleagues.
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.