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Wealth Aspirations Independent Financial Advice

Your Finances 24/7

Use our App or Website

Take Control of Your Money

User Friendly

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You asked us for guidance..

We work with you to set goals & help you achieve them

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Fully integrated

From the advice we give to the investments you hold, everything financial in one place including your bank accounts and credit cards

Why Choose Us?

We save our clients time & money. Most of the time the cost of our advice is covered by the improved structure of your finances

Interactive

Up-to-the-minute view of all of your investments performance & valuations, your credit-card and bank balance all in one place. Via our App & Online Services you will have this at your finger tips.

Strategy

To ensure that the advice we give is the best for you we often have multiple meetings to establish your needs, gather information, create a strategy, present it and then implement it.

Your Own Adviser

Send a secure-message via the app, call your adviser or e-mail us whenever you want. Failing that, you always have your reviews that are, at least, on an annual basis.

Document Storage

Tired of hundreds of statements and file after file? Secure storage of all of your financial documents is done via our secure online systems. This provides a great audit-trail & peace of mind for your loved ones.

  • After an extremely bad experience with my first financial advisor I was introduced to Tom Mannion by a friend. Tom listened, understood my objectives and then carried out an extensive review and produced a very concise report outlining his solution to my problems. Not only did he rectify the inherited problems, he stabilised the situation and then produced returns well above my expectations. The proposals were definite, easy to understand and more importantly, easily monitored. I have been delighted with his dedication and certainly recommend him as an effective financial advisor.
    Douglas Rae, Semi-Retired Business Owner, Encon RGS
  • We at Torpoint have been dealing with Jason Bleanch for over 7 years and have found him to be very professional, helpful and responsive. We have always taken his advice and have found the advice to be in our best interest. He is very good at offering products to suit our needs and our risk profile.
    Torpoint, Torpoint LTD

Meet The Partners

  
Jason Bleanch
Jason Bleanch
Tom Mannion
Tom Mannion
  

Wealth Aspirations for you, with you

Pensions, Investments, Inheritance tax, Insurance, Employee Benefits, Tax & Trusts