Aspire Independent Financial Planners LLP

Companies House
OC317451
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Aspire House
    17 Station Road
    London
    N3 2SB
    UNITED KINGDOM
    Phone
    +4402083714411
    Web
    https://www.aspireonline.co.uk

  • Complaints Contact

    Aspire House
    17 Station Road
    London
    N3 2SB
    UNITED KINGDOM
    Phone
    +4402083714411

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Amy Elizabeth Salter

    IRN AES01098

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Mar 2026)
    • CF30 Customer (8 Feb 2018 to 8 Dec 2019)
  • Andrea Rappoport

    IRN AXR00056

    • [FCA CF] Client dealing (31 Dec 2021 to 2 Sep 2022)
    • [FCA CF] Functions requiring qualifications (31 Dec 2021 to 2 Sep 2022)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)
  • Colin John Taplin

    IRN CJT01115

    • CF30 Customer (1 Nov 2007 to 26 Sep 2008)
    • CF24 Pension Transfer Specialist (1 Nov 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)
  • David Charles Goldschmidt

    IRN DXG13915

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Apr 2022)
    • CF30 Customer (8 May 2019 to 8 Dec 2019)
  • Gary Plein

    IRN GXP00052

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • SMF27 Partner (9 Dec 2019 to 28 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Mar 2026)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)
    • CF4 Partner (1 Nov 2006 to 8 Dec 2019)
  • Jeffrey Maze

    IRN JXM00292

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (9 Dec 2019 to 28 Mar 2026)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 28 Mar 2026)
    • SMF27 Partner (9 Dec 2019 to 28 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Mar 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 28 Mar 2026)
    • CF30 Customer (30 Oct 2013 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Nov 2006 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Nov 2006 to 31 Oct 2007)
    • CF4 Partner (1 Nov 2006 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (1 Nov 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (1 Nov 2006 to 30 Sep 2018)
    • CF10 Compliance Oversight (1 Nov 2006 to 8 Dec 2019)
  • Ralph Glenville Barnett

    IRN RGB00012

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
  • Stanley Samuel Bloom

    IRN SSB00006

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Sep 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Sep 2022)
    • CF30 Customer (1 Sep 2012 to 8 Dec 2019)
  • Stephen Chales Barr

    IRN SXB03380

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2025)
    • CF30 Customer (23 Nov 2015 to 8 Dec 2019)
  • Weronika Anna Jhanji

    IRN WAJ01020

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Nov 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 18 Nov 2025)
    • CF30 Customer (1 Jan 2018 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

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