Have a different query?
Please contact our friendly team via the options below:
Accreditations and awards
We are Chartered Financial Planners
What sets us apart is our motivation to continually study, update our knowledge, listen to our clients, and apply our understanding to the situation.
That fire in our belly has culminated in us being awarded Chartered Financial Planners status – an award that recognises the firm as a whole. It’s a mark of professional standing among all professions and yet another way to demonstrate our expertise and commitment.
What Chartered means for you
It’s all well and good talking about our Chartered status, but what really matters is how it impacts and adds value to the service you receive.
We are top of the class at demonstrating the highest levels of financial and technical knowledge, so you will feel reassured that your problems will be solved by some of the best people in the industry.
Professional Adviser Awards 2023, 2024 & 2026
In 2023, we proudly won the Adviser Firm of the Year award for the South West and Wales region, standing out among 11 other shortlisted firms. In 2024 and 2026 we were again named finalists in the same category, and in 2026 we were highly commended in the South West and Wales region – a testament to our team’s consistent excellence and commitment to delivering exceptional, client-focused financial advice.
Best Financial Advisers to Work For 2025, 2026
We are really pleased to have been named a winner of the Best Financial Advisers to Work For in both 2025 and 2026, recognising our dedication not only to our clients, but also to creating an outstanding workplace culture that empowers and supports our team.
New Model Adviser Awards – South West Regional Winner 2026
We are delighted to have been named a South West regional winner at the Citywire New Model Adviser Awards 2026, having been finalists in 2023, 2024 and 2025. The NMA Top 100 celebrates the best firms in the UK’s financial planning community, considering only those firms which demonstrate outstanding service, client care and forward-thinking advice. The regional win reflects our commitment to maintaining the highest standards as well as reinforcing our promise to deliver tailored, high-quality financial advice to our clients.
VouchedFor Top Rated Adviser in 2023, 2024, 2025 & 2026
VouchedFor’s Top Rated Adviser Guide celebrates financial advisers who consistently deliver exceptional service, as confirmed by real client feedback. We’re proud that all our advisers have earned this recognition for four consecutive years – 2023, 2024, 2025 and 2026. Published in the Times and the Telegraph, this accolade relies on clients leaving reviews of their experiences and is therefore testament to both the quality of the financial advice and the importance of the client relationships. Being included in this prestigious guide underscores our commitment to excellence in the industry.
Professional Adviser Women in Financial Advice Awards 2025, 2026 – Finalist
We’re delighted that Naomi Keith has been shortlisted for Financial Adviser of the Year – South West at the Professional Adviser Women in Financial Advice Awards for the second year running, in 2025 and 2026. This recognition celebrates Naomi’s unwavering commitment to helping individuals in emotionally challenging circumstances feel heard, supported, and empowered to take control of their financial future and to making financial services more inclusive, human, and inspiring for those yet to enter the profession.
Bristol Life Awards 2022, 2025 – Shortlisted
Our journey began with our first finalist nod in the Financial category at the Bristol Life Awards in 2022 – a milestone that laid the foundation for our ongoing commitment to innovation and top-tier service. In 2025 we once again earned a place among Bristol’s elite as finalists in the same category. This repeated recognition is a testament to our passion for setting new benchmarks in the financial industry and reinforces our role as a key contributor within Bristol’s vibrant business community.
Not an Aspire client yet?
To ensure a quick and seamless experience and to connect you with the right member of the Aspire team, please fill out our enquiry form by clicking the button below.
The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
61 Queen Charlotte Street, Bristol, BS1 4HQ
Unit 5, Bridge Road Business Park, Bridge Road, Haywards Heath, RH16 1TX
Production
of clients believe that working with us has helped or will help them achieve their financial goals
of clients who answered definitively said they would recommend us to their friends, family or colleagues
of clients said they were satisfied with our communications during times of market volatility.