At your home, our offices in Marlow, Buckinghamshire or a mutually convenient venue of your choice.

No. The initial meeting is free of charge. It’s an opportunity for us to get to know each other and for you to discover our philosophy and exactly how we work.

Just an open mind.

We would normally expect an initial meeting to last between an hour and a half to two hours.

No. The initial meeting is undertaken on the clear understanding that there is no obligation on your part to take matters further. We will clearly explain our processes to you at that meeting and you are free to take as long as you want thereafter to decide whether you wish to work with us or not.

You can book a meeting by simply phoning, emailing us or completing the enquiry form below.

Yes. This is one of our core philosophies. We believe it is very important to have access to the whole market so that we may recommend the solution we believe is most suitable for your circumstances.

Yes. Aspirational Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can find Aspirational Financial Planning Limited on the FCA Register by clicking here.

Full details of our charges can be found on the ‘How we charge’ page.

All our fees are fixed. Full details can be found on the ‘How we charge’ page.

The cost of our services is covered in full by our fees. We do not, therefore, take any commission from product or service providers. If we are ever offered commission, we will arrange for this to be rebated to secure improved terms on your behalf.

No. Most of the work we undertake is VAT exempt. The small element that is liable to VAT is below the threshold where we would need to register for, charge and pay VAT.