Aspire Wealth Management is an independently owned financial planning firm in Edinburgh. 

 

We are holistic financial planners, providing a bespoke service to private clients and their families, charities, trustees and businesses – including limited companies.

 

Aspire is one of a small number of companies to be awarded Chartered Status by the Chartered Insurance Institute. This achievement has resulted from a rigorous application process and requires the firm to commit to the highest level of professional standards on an ongoing basis.

 

We combine strong technical expertise and attention to detail with a relaxed personal approach, so our clients know they are in safe hands.

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Our clients are at the heart of everything we do. Our business has fundamentally been built on referrals from our existing clients. This is something we are extremely proud of and more importantly, recognise the responsibility that this places on us.

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