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Planner Support
Alice joined Aspire in Spring 2026, having worked in the financial services industry for four years, starting at Hargreaves Lansdown as a Helpdesk Consultant, moving to Helpdesk Specialist before joining Aspire as a Planner Support.
Alice works closely with financial planners Steve and Sean, from helping onboard new clients to completing their annual reviews.
In her spare time, Alice likes to hone her creative skills through crochet and knitting, enjoys peaceful walks in the countryside and catching up with friends and family.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
The industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. You will attain the required understanding of mortgage policy and practice and how to effectively apply this when advising a customer.
This award provides individuals with a basic introduction to the financial services industry with a focus on investments.
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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