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Bristol financial planning firm The Aspire Partnership names two new partners

By Mark Battersby, 18 Sep 24

Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership

Bristol-based financial advice firm, The Aspire Partnership, has promoted two of its most experienced financial planners to partner.

Naomi Keith and Ken Hall (pictured), with a combined two decades of experience at The Aspire Partnership, have achieved partner status as the award-winning practice looks to build its leadership team.

Hall has been with The Aspire Partnership since its inception in 2010. As both a Chartered Financial Planner with the Chartered Insurance Institute and a Certified Financial Planner with the Chartered Institute for Securities & Investments, he has extensive knowledge of personal taxation, financial planning in retirement, and estates and trusts.

As a VouchedFor Top Rated Adviser, Hall excels at making complex financial matters accessible for clients.

Hall said: “I feel very proud of this promotion. I am a testament that you can be successful if you are prepared to start at the bottom, work hard, listen and learn. I also feel lucky to work in an advisory firm that puts the client’s interests at the heart of what we do.”

Naomi Keith, a financial planner with almost 20 years of experience, has also been promoted to partner. She joined The Aspire Partnership in 2017 after working for a large London-based investment management company, where she established an impressive network of professional connections.

In 2024, she was named a Top Rated Adviser by VouchedFor, the biggest consumer-facing campaign championing exceptional financial advice in the UK.

During her time at The Aspire Partnership, she has focused on supporting busy professionals, partners in law firms, CEOs, and business owners based in London, Bath, and Bristol.

Naomi Keith said: “I am extremely excited to be an integral part of Aspire’s journey going forward and can’t wait to help build a successful future for everyone in the team.”

As The Aspire Partnership looks to the future, the appointment of two new partners is an exciting step forward for the family-focused firm, the statement further said.

Managing partner, Nikki King said: “We are delighted to have been able to reward Naomi and Ken’s hard work and dedication by promoting them into The Partnership.

“It opens a new chapter for Aspire and can only make us stronger moving forward, which is great for the business and our valued clients.”
Championing the progress of women in financial services

She added that the Naomi’s appointment as a partner is a significant step forward for the firm and the profession and that women remain underrepresented in financial services in the UK, especially in senior roles.

While there has been some progress in tackling gender disparity in recent years, research by think tank New Financial puts female representation at just 35%, the statement highlighted.

Naomi said: “It goes without saying that, as a female adviser in what continues to be a heavily male-dominated industry, I am a huge advocate for women working in finance.”

Outside of her role at The Aspire Partnership, Naomi Keith is a member of several women in business groups as well as being a busy mum.
“I am a parent of two and have always worked full-time. Becoming a partner is a big achievement for me as I have been in the minority as a female adviser since I started my career in 2005.

“With the rise in female wealth over recent years there are many women who actively seek out advice from other women as they feel more comfortable discussing their finances and can feel less judged.”

King added: “We are extremely proud to support Naomi as a young female adviser. I hope this inspires other women looking to either join or progress in the industry as we desperately need more women in financial services.”

 

Tags: The Aspire Partnership

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.