Meet the Partners
Steve Pine CFPTM
Steve is a Certified Financial Planner and a Chartered Financial Planner whose passion is preserving his client's wealth now and for the next generation. His emphasis on long term strategic financial planning in preference to short term issues mean his clients have clarity on how their hard earned cash can best work for them and their loved ones and helps clients feel financially well-organised. His eye for detail and professional qualifications combined with 20 odd years of technical experience in advanced pension work, trustee investment and Power of Attorney advice has proven to be successful in offering real financial direction and peace of mind to clients.
Steve says "I believe financial planners should be well qualified, well informed and transparent in their offering to clients and recent regulatory changes indicate the FCA feel the same way.
I think the practical application of my technical knowledge is enhanced by my own life experiences and this allows me to give real direction to my clients.
Like many of my clients I have a mortgage, second home and school fees to pay. I have experienced both the highs and lows of life, including losing my Dad in 2007 who was also my business partner for 16 years, and I juggle a young family, my business, and a dog!
Ian Larthe de Langladure Dip PFS
Ian is a financial planner who has a desire to use his knowledge and experience to enable clients to take advantage of the opportunities they come across. He creates financial plans for his clients as an effective way of bringing clients business and personal goals together to try and obtain what they really want out of life.
He has a strong background in protection of both individuals and assets and has extensive experience with the property sector. He uses this knowledge and a thorough understanding of the investment market to ensure his clients protect what they have built up and feel financially well-organised.
"I want people to feel that they are dealing with a firm that has their interests at the heart and can help them plan to meet their own aspirations.
I believe the practical application of technical knowledge is enhanced by my own life experience allowing me to add real value to my relationships with my clients.
Nikki King Dip PFS
"Like all of us, I have had to make financial decisions throughout my life and have learnt that the right decision is often just the one you feel most comfortable with. Owning Aspire allows me to work with likeminded individuals to offer sensible, ongoing advice which is grounded in experience as well as qualifications."
Before joining Aspire, Nikki had her own company offering business and compliance consultancy services to financial advisers. Originally she trained in a large Building Society where she was Branch Manager. In between she worked in smaller firms as a financial adviser and with her father, helping him run his financial planning business. She met Steve, Ian and Ken in 2003/04.
Ken Hall CFPTM
"The Aspire Partnership has created an advice model that allows me to provide the service that my clients want. I am able to work with people to provide practical help as well as financial advice"
Ken gained the Advanced Financial Planning Certificate in 2006 and became a Chartered Financial Planner. Ken's expertise is financial planning in retirement and personal taxation.
Ken began working in financial services during the recession in 1993 straight from school. He worked for various employers and completed 9 years with AXA. He joined Steve, Ian and Nikki at Crest in the Alma Vale Road office in 2004 and has worked up from being an administrator to Financial Planner.
Naomi Keith Dip PFS
"Like me, many of my clients are busy professionals. They need sound financial planning delivered in a consistent and efficient manner. I am pleased to be working with Aspire in an environment which allows me to do just that".
Naomi began working in financial services in 2005 in Bristol. Since then she has gained experience in various roles including working for a large London investment management company. She has worked in London for the past 8 years but her clients are typically based in the London, Bristol and Bath area but she also looks after people living in Oxfordshire, Hampshire, Wiltshire, Gloucestershire, Somerset, Devon and Dorset.