OUR MISSION
It is our desire to give our clients an amazing experience of service, value and encouragement to empower them to pursue their goals for themselves, their family, and their community.
Financial Services provides excellence in client service and compliance through our unwavering commitment to our staff, our understanding of university operations, and a continued focus on process improvement.
Numbers Don’t Lie
Professional Excellence and Stewardship
We value innovative, timely, efficient, solution-oriented, and cost-effective services and systems. We are committed to achieving the highest levels of customer satisfaction. We provide leadership to the community in delivering proactive financial solutions and services that encompass sound financial controls and the effective and efficient use of University resources.
Meet Our Team
We value the contribution our employees make in achieving our mission and we support and encourage teamwork and personal development to ensure a high level of competence, expertise, and satisfaction.
Our History
In July 2012, and in the wake of the 2008/2009 financial crisis, the House of Commons and the House of Lords set up a Parliamentary Commission on Banking Standards to report on professional standards and culture in the UK banking sector. The Commission reported in June 2013 and recommended the creation of a ‘professional body for banking in the UK’
In November 2013 the chairs of the UK seven largest banks and building societies asked Sir Richard Lambert to undertake a consultation on developing such a body. Sir Richard published his review in May 2014, saying that ‘there is a strong case for a collective effort to raise standards of behaviour and competence in the banking sector, and that the best way to deliver this is by setting up a new and independent body to drive the process forward’.
Looking for Consulting?
Professional Consulting
Valuable Ideas
To put value creation by financial services firms in perspective, consider one measure.
Excellent Timing
We deliver our service 24/7 with almost instant replies and customer service
Budget Friendly
You don't have to rob your bank in order to get our services, our services is affordable
What our client say
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Olivia had this and more.
Humberto R. Solis

Never ever, ever, since we have been with Aspire Retire, have I ever gone to bed worrying about money. You take care of our affairs fully – thank you!
Charlene J. Cruz

Thank you Olivia and Steve for your warmth, kindness and support. If I could, I would adopt you both. Thank you again and big hugs.
Ian T. Rhodes
