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020 8371 4411
enquiries@aspireonline.co.uk

Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account.

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Welcome to Aspire Independent Financial Planners LLP, Independent Financial Advisers in Finchley, London

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 020 8371 4411 or complete our short enquiry form and we'll be pleased to help you.

Welcome to Aspire Independent Financial Planners LLP, Independent Financial Advisers in Finchley, London

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 020 8371 4411 or complete our short enquiry form and we'll be pleased to help you.

Other Areas Of Expertise

    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions ...

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.

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    • Retirement Planning

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed ...

      Read more
    • Savings & Investments

      When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments ...

      Read more
    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances

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    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

      Read more
    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate ...

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    • Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. There is a range of equity release schemes available on the market offered by

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive ...

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored ...

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    • Wealth Preservation

      Estate and Inheritance Tax Planning

      Read more

Client Testimonials

  • You and your teams service, has been truly wonderful and very much appreciated. 

    Berkowitz, Trevor
  • Just wanted to say thanks to Gary,Amy and Simon for looking after us so well and efficiently over many years,. Gary for long period of service and friendship, Amy for advice and great service in getting compensation from a provider for lateness and Simon more recently for his quick and efficient service.

    Alec Tyler
  • I have been working with Gary Plein and Amy Salter for a number of years.  I cannot recommend them highly enough for their sound financial planning advice and excellent customer service.  Gary Plein is always available to offer advice and answer any questions.

    In recent years I have dealt directly with Amy whose outstanding service has been exemplary.  She responds promptly, researches investment options and explains these clearly.  I will continue to work with Aspire and have recommended them to several friends and colleagues.

    Best wishes
    Lisa

    Lisa
  • Hi Gary, thank you so much for your kind message.  You have taken a large weight off us - Hatem has been so worried over the past few years and we were going round in circles not knowing what to do.  You have explained everything so clearly which has enabled us to come to a decision and we are so relieved.  Thank you once again and please thank Amy for her help as well.  Our only regret is that we didn’t find you a long time ago.

    Kindest regards,

    Margaret and Hatem
  • Its so reassuring to know that my money is so expertly invested.

    I have been with Aspire for four years and I feel very confident with Gary looking after my interests. His advice is sound and he takes my situation and concerns seriously.

    Moreover he was very supportive when my husband died in the summer.

    Mrs Roma F
  • We were recently recommended to Gary Plein at Aspire to advise us on Equity Release. Gary dealt with us in the most professional, open manner. He listened very attentively to our needs and advised us accordingly.

    We subsequently decided to go forward with his proposal. We had the utmost confidence in him and felt very secure in going through this process. He was very helpful and always available to answer our numerous questions and kept us informed throughout the various stages.

    We have no hesitation in recommending Gary in matters financial.

    Mr & Mrs R. Goodman
  • My experience as a client with the team from Aspire (Gary Plein and Amy Salter) was nothing short of exceptional. Their friendly and approachable nature was always a pleasure to work with, and even in the face of some hurdles their persistence and perseverance ensured a happy result for all parties. I would highly recommend them to anyone looking for life insurance.

    Dr Jo-Anne Strul
  • Dear Gary, we were able to get back from Israel on late on Tuesday and I saw your letter of 24th May with various other post received over that period.

    Firstly, can I thank you most sincerely for agreeing to drop everything and meet us at King's Cross on 24 May. It is heartening to know that there are still professional people in this world who, notwithstanding the amount of regulation imposed over the last few years, are still willing to put the needs of the client first. That was something which I tried to over some 25 years in professional practice before 1994.

    Colin
  • Just a couple of lines to thank you for introducing Stephen to us and to advise us on the best way forward and make the most out of our pension funds and other investments.

    Stephen is a great guy and the 3 times we have met, he has shown himself to be thorough, inspirational, caring, punctual, in fact a credit to his profession. In the short time we have known each, I now look on him not only as our financial adviser but also as a friend.

    I would have no hesitation in recommending his services to my friends and family.

    Joan and Michael Bugg
  • Dear Andrea,

    I’ve said it before and I’ll say it again, you are a wonderful mix of professionalism with the added knack of being able to discuss financial matters in a non-patronising, helpful and interesting way. Thank you.

    Judi Warren
  • Dear Andrea,

    I just want to thank you for all help and service you have given me over the past few months. You have really shown a lot of care towards everything you have done.

    Larry Berkowitz, Director Bluebird Care (Barnet)
  • Dear Andrea

    We would like to place on record our thanks for the ongoing financial advice you have been giving us over the years, but most especially for your advice concerning renting out our old house when we bought our new house. You gave us a new way of looking at things at a crucial time – something that we would never have thought of ourselves – and we believe that your advice proved to be immensely valuable.

    We have no hesitation in recommending you to anyone who needs financial advice from someone who can “think outside the box”

    Anonymous
  • Dear Jeff

    I just want to thank you very much for all the help and assistance, which you have given us over the years – it has been great working with you. We appreciate all advice given and we feel safe and happy knowing that our pension plan, life assurance and critical illness cover is in your hands. What is important to us is that whenever we have questions or queries they are attended to virtually immediately and we feel rest assured the advice we are given is good. I would also like to add that on a personal basis, the service provided has always been professionally handled and always of an exceptionally high standard.

    Charles Tannenbaum, CEO, Jenson Pharmaceutical Services Ltd
  • Dear Jeff,

    I have been a client of  Aspire Independent Financial Planners for the last 15 years during which time I have received financial advice and services on a personal and company basis.

    In every aspect I have found Jeff and the team at Aspire patient, informative and professional across a range of subjects and areas covered.

    From a personal perspective I have had advice on investments, mortgages and insurance policies, often in great depth and with an informative attention to detailed research.

    Andrew Wainstein, Managing Director, Fantasy League Ltd
  • I have been a client of Aspire Independent Financial Planners, for the past 5/6 years. I have been fortunate in that I have always had dealings with Gary Plein who has from our first meeting, given me sound advice, been unfailingly courteous, helpful, pleasant and enabled me to sleep soundly at night without any financial worries!

    Miss T M Davis
  • Dear Andrea,

    I am writing to thank you for an “excellent job done” in reorganizing my Pensions, Life Insurance and Savings, and because of that I will now be better off than I thought I would be when I eventually retire.

    I was impressed by the way you put me at ease and explained what needed to be done in plain simple terms that anyone could understand.

    You explained everything up front so there were no surprises when the charges and or commissions for the services provided needed to be addressed.

    Thank you again, and we would have no hesitation in passing on your name to those who will benefit.

    Tony Bush
  • Dear Andrea,

    Carole and I have been fortunate to have received your advice to take out Critical Illness Insurance. As always, when giving this advice, you told us that you hoped we would be wasting our money. When it unfortunately turned out that we had not wasted our money, you helped us in making a successful claim.

    Throughout all our dealings with you, Andrea, you have been extremely generous with your time, very thorough and totally professional, whilst always being a pleasure to deal with you.

    Bernard M Nyman, BM Nyman & Co
  • Dear Andrea,

    I recently had a meeting with you to discuss my future plans for pension, life assurance and other financial advice. After a lengthy meeting with you, I left with the knowledge that I needed to review my financial situation.

    You highlighted areas in my life where a review was required and after your consultation, I have made the necessary changes to allow me to maintain my lifestyle without any real major changes, a few tweaks here and there and a tightening of my belt in some areas was all that was required.

    George McConville, Monarch Pest Control Services
  • Dear Andrea

    Many thanks for helping my wife and I recently in reviewing our life policies and suggesting ways we could bridge any potential shortfalls that had arisen since the policies were originally taken out on the advice of another IFA, many years ago.

    You were extremely patient and showed great empathy with our requirements, offering us a range of options and always clearly explaining the pros and cons of each product.

    In the end, it was this level of care and attention that helped us to make a decision and this was promptly followed through by yourself and your team in instigating the policies.

    Adam Selwyn, Director, The Creative Clinic
  • Dear Andrea

    I wanted to write to thank you for your guidance and advice regarding protection for my business and I should I be unable to work.

    Previously I consulted unsuccessfully with another insurance broker who did not take the time to understand what I needed.He tried to sell me an unsuitable product.

    I found your approach very refreshing; you took the effort to understand exactly what my business and I required. You then researched the market for so called “locum” cover and sought out exactly the business protection product that I needed.

    Steven Berman, Chartered Physiotherapist and Practice Principal, Boost Physio - London
  • Dear Andrea

    I have the greatest pleasure in writing this testimonial letter.

    Having the faith in discussing private financial matters with a stranger is extremely challenging.

    Having got to know you and the professionalism that you bring to the table has given me the confidence to share my financial concerns with you.

    Having asked for your advice and also taken your advice and acted upon your advice, I would like to assure all the members of our Chapter that I have the fullest confidence in your ability to deliver the best, unbiased advice.

    Sydney Faber Printing Services
  • Dear Andrea,

    When I told you recently that I was interested in learning about mediation and considering training to be a mediator, you arranged for me to meet with a solicitor who had switched from practicing as a solicitor in a city firm to practicing as a mediator.

    Carole Nyman