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Paraplanner
Chris joined Aspire in 2025, bringing with him several years of experience as a financial adviser and a passion for helping clients make confident, well-informed financial decisions. He began his career in financial services in 2019 and qualified as an adviser in 2021, working with clients across pensions, investments and retirement planning at a Bath-based IFA before moving to a national wealth management firm. He finds real satisfaction in building trusted client relationships and translating complex financial matters into clear, practical guidance that helps clients feel informed and confident about their decisions.
Now part of the paraplanning team at Aspire, Chris is focused on deepening his technical expertise while working towards Chartered status. His long-term ambition is to return to an advisory role, combining his technical skill and personable approach to deliver clear, meaningful advice that helps clients achieve their goals.
When he’s not working, Chris can usually be found running, cycling or playing football. He’s completed a half marathon, half Ironman and marathon since 2021 and has plans for more events in future, provided his knees agree. He loves cooking for friends, discovering new recipes and winding down with a good book.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
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