Aspire welcomes back financial planner

Bristol-based financial planning firm The Aspire Partnership has welcomed back chartered financial planner Tom Shorland as it continues to grow its team and assets under management.

Tom first joined the business in 2013 and spent almost a decade developing his career before leaving in 2022 to broaden his experience with a larger corporate organisation.

He specialises in advising business owners and equity partners in law firms and rejoins Aspire’s eight-strong financial planning team.

His return comes after a period of significant growth for the firm, which has increased its assets under management by 45 per cent over the past three years to more than £360 million.

During the same period, Aspire has welcomed 325 new clients and grown its overall team from 13 to 20 people.

Tom, who joins from Quilter Cheviot, said: “I am very pleased to be back at Aspire, a firm I spent almost a decade at building my early career. 

“Whilst the firm has grown and developed in my time away, the core ethics and philosophies that first attracted me remain today and I am confident that this is an ideal role for me. 

“In addition, the team is hugely experienced in advising business owners and equity partners, which aligns with my expertise. 

“I wanted to join a company that’s not just growing but deliberately investing in the future of financial planning through its people, its technology and, most importantly, the experience it delivers to clients.”

The Queen Charlotte Street-based business has also formed a strategic partnership with investment management firm 7IM, giving clients access to professionally managed, risk-targeted portfolios.

More than £185 million is now invested across three model portfolios through the service, covering core growth, low carbon and income objectives.

Ian Larthe de Langladure, founding partner at The Aspire Partnership, added: “We’re delighted to welcome Tom back to the firm, and we feel his appointment demonstrates our long-term commitment to building the best financial planning team in the South West.

“In the last three years, we have invested significantly in our processes, technology, offices and our client service. 

“This is complemented by attracting the best possible talent as we always believe that our people are our greatest strength.”

Nikki King, managing partner at The Aspire Partnership, added: “Bringing Tom into the business is about more than expanding the advisory team – it is an investment in our future. 

“His appointment reflects a shared commitment to building long-term relationships with clients and supporting the continued growth and success of Aspire.”

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