Bringing purpose
to your money.

Grow and protect your finances and empower your future with a Chartered Financial Planner.

chartered-logo

Welcome to Meaningful Financial Planning.

Hi, I’m Aaron O’Gorman. I am a Chartered Financial Planner with more than 25 years’ financial services experience. I started my career at the Bank of England in the City of London before gaining Chartered status – the “gold standard” financial planning accreditation – and specialising in working with executives and those planning for retirement. In that time, I’ve come to realise that outstanding financial planning is about more than just investment growth and financial products; it’s about happy futures and fulfilling lives.

At Meaningful Financial Planning, our focus is on building and managing money with purpose. Because we believe a rich life is one lived with passion.

Meet Aaron

How can we
help you?

We work with families at all stages of life to organise, plan, build and protect their finances. Discover more about how we can help you get the most meaningful life possible from your money on the following pages:

What’s the Meaningful
difference?

difference-icon

We don’t want to take over the
world. We want to focus on you.

difference-icon

Aaron is a “gold standard”
Chartered Financial Planner.

difference-icon

We centre our work around what’s
right for you – not sales targets.

difference-icon

We embrace innovative
technology to make your
life easier.

difference-icon

We focus on providing the
families we help with clarity
and confidence.

Dawn Gallimore

Hear Dawn's story

Ian and Anne Donald

Hear their story

Jo and Kev

Hear their story

In our survey

0

of our clients said they would recommend us to a family member

0

of our clients said they are happy with our service

0

of our clients will continue working with us

    Top

    Meaningful Financial Planning
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.