Business Details
15 Years
experience
Trusted Financial Advisers in Knutsford
Established in 2011, Aspire 2011 2011 is a financial services firm based in Knutsford, Cheshire, dedicated to providing tailored financial advice to individuals and businesses. Our team of experienced advisors combines local expertise with a commitment to client welfare, offering face-to-face consultations to create personalized financial plans. We prioritize long-term relationships, ensuring our clients' needs remain central to every decision. With a focus on compliance and transparency, we deliver services ranging from mortgage advice to pension planning. Our firm invests in developing young talent, ensuring a sustainable future for the financial services industry. We specialize in adapting strategies to clients' life stages, from foundation planning to retirement.Our approach integrates risk management and wealth protection to safeguard clients' futures. By maintaining partnerships with leading financial institutions, we offer access to competitive products. Our dedication to ongoing education ensures our team remains at the forefront of industry developments. We pride ourselves on demystifying complex financial concepts, empowering clients to make informed decisions. Through regular reviews, we ensure financial plans evolve with clients' changing circumstances. As an appointed representative of Quilter Financial Services Limited, we uphold the highest regulatory standards.
Services
Financial Planning
Mortgage Advice
Pension Planning
Wealth Management
Protection Cover
Retirement Planning
Business Protection
Investment Bonds
Estate Planning
Risk Assessment
Details
- Year established: 2011
Highlights and features
- We offer 14+ years of combined experience across our advisory team
- Our face-to-face consultations ensure personalized financial strategies
- We maintain centralised compliance processes for client protection
- Our advisors specialise in life-stage financial planning
- We provide access to whole-of-market mortgage products
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates personalized strategies to help clients achieve long-term goals. We assess current financial positions, develop tailored roadmaps, and implement solutions across investment, retirement, and risk management. Regular reviews ensure plans adapt to changing circumstances and market conditions.
Mortgage Advice
We provide whole-of-market mortgage advice for first-time buyers, remortgagers, and buy-to-let investors. Our advisors compare thousands of products to find competitive rates, while explaining associated risks and long-term commitments in plain language.
Pension Planning
Our pension specialists help clients maximize retirement savings through SIPP management, final salary transfers, and tax-efficient strategies. We review existing arrangements and recommend solutions aligned with retirement goals and risk profiles.
Wealth Management
We offer discretionary investment management and portfolio reviews to grow and protect wealth. Services include tax-efficient investments, inheritance tax planning, and multi-asset strategies tailored to individual risk tolerances and financial objectives.
Protection Cover
We design protection strategies including life assurance, critical illness cover, and income protection. Our advisors assess individual needs to recommend policies that safeguard against financial risks while considering existing employer-provided benefits.
People
Alan Woosey
Founder
With nearly three decades in financial services, Alan established Aspire 2011 2011 to provide client-focused advice. His expertise spans wealth management and business development, ensuring the firm maintains high service standards.
Mark Hamilton
Managing Partner
Mark brings over 35 years' experience in financial services leadership roles. He oversees strategic direction while maintaining hands-on client relationships, combining industry knowledge with operational expertise to drive the firm's growth.
Nic Skidmore
Financial Advisor
Qualified since 2017, Nic specializes in mortgage and investment solutions. He focuses on helping clients navigate complex financial decisions with clear, jargon-free advice tailored to their specific circumstances.
Louise Bennett
Mortgage and Protection Advisor
Louise combines mortgage expertise with protection planning, helping clients secure suitable financing while implementing risk management strategies. Her client-centric approach ensures comprehensive financial solutions.
Questions
What financial services do you offer?
We provide comprehensive financial planning including mortgages, pensions, wealth management, protection cover, and business protection solutions tailored to individual and corporate clients.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).
How do you tailor financial plans to individual needs?
We assess each client's unique circumstances, financial goals, and risk tolerance to create personalized strategies that evolve with their changing life stages and market conditions.
Do you offer face-to-face consultations?
Yes, we provide in-person meetings at our Knutsford office, with virtual options available to accommodate client preferences and geographical requirements.
What areas do you cover?
While based in Knutsford, Cheshire, we serve clients across the North West and throughout the UK through our network of qualified financial advisors.
How often should I review my financial plan?
We recommend annual reviews, though more frequent assessments may be needed during significant life events or substantial changes in financial circumstances.
