We at Torpoint have been dealing with Jason Bleanch for over 7 years and have found him to be very professional, helpful and responsive. We have always taken his advice and have found the advice to be in our best interest. He is very good at offering products to suit our needs and our risk profile. Tom Mannion has been advising my parents for over 10 years, through complications of investment and IHT planning.
More recently I have become involved as attorney for Mum & Dad and Tom has been a first class support, especially now that we need to manage funds for old age health care. He could not be more helpful or professional - much appreciated. Have been using Tom from Wealth Aspirations for financial advice for 18 months now and have been very pleased with the service.
Tom is knowledgeable, meticulous and he does what he says he is going to do. I also like the level of detail that he provides in support of his recommendations. We believe that a business is only as good as it's people. We invest heavily in our skills and knowledge to help offer the best independent advice we can to help you achieve your objectives.
More recently I have become involved as attorney for Mum & Dad and Tom has been a first class support, especially now that we need to manage funds for old age health care. He could not be more helpful or professional - much appreciated. Have been using Tom from Wealth Aspirations for financial advice for 18 months now and have been very pleased with the service.
Tom is knowledgeable, meticulous and he does what he says he is going to do. I also like the level of detail that he provides in support of his recommendations. We believe that a business is only as good as it's people. We invest heavily in our skills and knowledge to help offer the best independent advice we can to help you achieve your objectives.
Services
Wealth Aspirations has over 60 years of experience in advising on Pensions, Investments, Mortgages, Life Insurance, Critical Illness Cover and Income Protection between us.
We offer comprehensive advice on Inheritance Tax, Capital Gains Tax (CGT), Venture Capital Trusts (VCT's) and Enterprise Investment Schemes (EIS and SEIS).
We often have new clients ask us about Stocks and Shares, ISA's, Index Tracker Funds and Platforms.
We know that there are lots of tricky and complicated parts to financial planning.
We offer comprehensive advice on Inheritance Tax, Capital Gains Tax (CGT), Venture Capital Trusts (VCT's) and Enterprise Investment Schemes (EIS and SEIS).
We often have new clients ask us about Stocks and Shares, ISA's, Index Tracker Funds and Platforms.
We know that there are lots of tricky and complicated parts to financial planning.
When we meet you we will ask a series of questions to take a snapshot of your current financial position and identify your objectives and goals.
Our Independent status drives our research; we use technology such as Selectapension, Trigold and Defaqto to research the Whole Market to find the best solution for you.
Our findings will be provided via a comprehensive report explaining the advantages, disadvantages, opportunities and risks.
Most client's opt for ongoing advice - this means together we will be reviewing your plan frequently and amending as either your circumstances change or the market changes.
Our Independent status drives our research; we use technology such as Selectapension, Trigold and Defaqto to research the Whole Market to find the best solution for you.
Our findings will be provided via a comprehensive report explaining the advantages, disadvantages, opportunities and risks.
Most client's opt for ongoing advice - this means together we will be reviewing your plan frequently and amending as either your circumstances change or the market changes.
We are currently looking to have another adviser join the firm and would love to hear from other experienced advisers with their own client bank.
Our offices in Otley can accommodate new advisers or in most instances we are happy for you to be based from home.
We provide a highly flexible work environment and are happy to nurture the right people to join us.
Our offices in Otley can accommodate new advisers or in most instances we are happy for you to be based from home.
We provide a highly flexible work environment and are happy to nurture the right people to join us.
Historic low interest rates have really proven problematic for cash savers over recent years.
We have used strategies with our clients to help diversify their income streams through things like stocks and shares ISA's and dividend paying shares.
Flexi-access drawdown has been the largest change to the financial landscape for many retirees.
We will sit down and do detailed cashflow planning with you and go through some 'what-if' scenarios to try to ensure that your money lasts your lifetime.
You have so many options as a family for passing intergenerational wealth but they are not all created equally.
We have used strategies with our clients to help diversify their income streams through things like stocks and shares ISA's and dividend paying shares.
Flexi-access drawdown has been the largest change to the financial landscape for many retirees.
We will sit down and do detailed cashflow planning with you and go through some 'what-if' scenarios to try to ensure that your money lasts your lifetime.
You have so many options as a family for passing intergenerational wealth but they are not all created equally.
Working out how much you need is a complex area of planning which is driven by how much you expect your retirement expenditure to be and how much state pension and other savings and income streams your spouse or partner might have.
Much of this answer will come down to your tax position now, your expected tax position in retirement and how much return you expect from investing in any of these assets.
A blended approach often works well for seasoned property investors but for the majority of people pensions and ISA's are preferable.
Much of this answer will come down to your tax position now, your expected tax position in retirement and how much return you expect from investing in any of these assets.
A blended approach often works well for seasoned property investors but for the majority of people pensions and ISA's are preferable.
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