Wealth Aspirations

At Wealth Aspirations, we believe that a business is only as good as its people. We invest heavily in our skills and knowledge to offer the best independent advice to help you achieve your objectives. Our team has over 60 years of experience in advising on Pensions, Investments, Mortgages, Life Insurance, Critical Illness Cover, and Income Protection. Our expert independent financial advisors provide comprehensive advice on Inheritance Tax, Capital Gains Tax, Venture Capital Trusts, Enterprise Investment Schemes, Stocks and Shares, ISA's, Index Tracker Funds, and Platforms.

Our Services

As expert independent financial advisors, we offer a wide range of services to suit your individual needs. Our bespoke approach to financial planning ensures that your goals and objectives are at the forefront of our advice. We provide expert guidance on:

Investments, Pensions & Inheritance Tax: We offer a comprehensive approach to investments, pensions, and inheritance tax, ensuring that your assets are optimized to achieve your financial objectives.

Life Insurance, Critical Illness Cover & Income Protection: Our expert guidance will help you navigate the complexities of life insurance, critical illness cover, and income protection, ensuring that you and your loved ones are protected.

Mortgages: We offer expert advice on residential and buy-to-let mortgages, helping you to secure the best possible deal for your property.

About Us

As long-standing partners at Wealth Aspirations, Tom Mannion and Jason Blanch have over 60 years of combined experience in providing independent financial advice. Our team is committed to excellence, with a mission to connect clients with sound opportunities in a tax-efficient, forward-thinking, and transparent manner. We utilize technology to provide a fully interactive service that engages and educates to the highest standard.

Our Team

Our team consists of experienced and qualified independent financial advisors, including Tom Mannion, Jason Blanch, Simon Gaskell, and Anna Gaskell. Together, we have over 60 years of experience in advising on Pensions, Investments, Mortgages, Life Insurance, Critical Illness Cover, and Income Protection.

The Advice Process

We understand that not everyone has met an adviser before. Our expert advisors will guide you through a comprehensive process to ensure that your financial goals are achieved. Our step-by-step process includes:

1. Fact Finding: We take a snapshot of your current financial position and identify your objectives and goals.

2. Research: We research the Whole Market using technology such as Selectapension, Trigold, and Defaqto to find the best solution for you.

3. Presentation of Advice: Our findings are presented in a comprehensive report explaining the advantages, disadvantages, opportunities, and risks.

4. Implementation of Advice: Where possible, we implement our recommendations, saving you from making mistakes and endless form filling.

5. Ongoing Monitoring and Review: Most clients opt for ongoing advice, which means together we will be reviewing your plan frequently and amending as either your circumstances change or the market changes.

6. Transparency: Our transparent approach ensures that you are fully informed throughout the process.