Naomi Keith

Naomi Keith

The Aspire Partnership LLP

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £100,000

0117 295 7680
Based in Bristol
View location
Top Rated 2025
Verified since: December, 2022
4.9 out of 5

72 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 April 2025

    Naomi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Naomi's status

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Naomi has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Naomi has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Naomi

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 April 2025

    Naomi is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Naomi's status

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Naomi has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Naomi has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Naomi

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Naomi (based on 3 first impressions)

I have been working in the financial services sector since 2004 and have gained experience in various roles, including advising for a large London investment management company. The type of clients I typically deal with include busy professionals, partners in law firms, investment bankers, CEOs, business owners and divorcees. I am also a member of several women in business groups and champion our sustainable investing proposition. I am a Partner at The Aspire Partnership, a Chartered financial planning firm based in Bristol. We add value by understanding you and your needs. We offer financial planning and give strategic investment advice by looking at the facts and creating solutions that use a common-sense approach. Our team of independent financial planners and our partners take pride in what they do. We work with a range of clients, including those who are business owners, in retirement, going through a divorce, or seeking advice on insurance or equity release. We specialise in turning your thoughts into a financial plan. Nothing is hidden. The cost of managing your money is clear and transparent. Get in touch today to see how we can help you.

Offers available through VouchedFor

Contact Naomi through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Naomi's clients

Based on responses provided by clients who have reviewed this adviser

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Adviser Disclaimer

Authorised and regulated by the Financial Conduct Authority – Ref. No. 518833. Registered in England. Limited Liability Partnership No. OC351804.