About us

At Meaningful Financial Planning, our focus is on building and managing your money with purpose. We delight in helping our clients achieve a financially secure life, lived with passion and joy.

Aaron's background.

I have worked within financial services for more than 25 years starting my career in the heart of the City of London at the Bank of England.

As a Chartered Financial Planner, I help clients answer the one binary question that concerns everyone; will my money outlive me, or will I outlive my money?

We do this by creating financial plans that help clients visualise where they are today, where they would like to be and what needs to happen for them to look back in many years without regret.

I’m a proud father to three daughters and husband to a wonderfully tolerant wife. When I’m not providing a taxi service ferrying my three daughters between various clubs, I enjoy cycling and watching Formula 1 and rugby (too old, slow and fragile to play nowadays).


How Aaron is qualified to help you.

Aaron has been awarded the prestigious Chartered status by the Chartered Insurance Institute (CII). Chartered status is considered the “gold standard” financial planning accreditation as it demonstrates that the holder has been found to possess high technical competence and has shown a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

  • Advanced Diploma in Financial Planning

  • Certificate in Financial Services

  • Certificate in Life and Pensions

  • Diploma in Financial Planning

  • Financial Planning Certificate

In the hot seat.

On an ideal weekend, you can find me?

Enjoying time with my family.

My favourite holiday destination is?

Summer – Somewhere warm (but not hot), with nice view and good food. Winter – Lapland. Who doesn’t like Father Christmas!

The first album I bought was?

Michael Jackson – Bad.

My pet peeve is?

People leaving lights on in a room once they have left it.

The best gift I’ve ever received is?

Office supplies from my wife prior to setting up Meaningful Financial Planning.

The three small things that make my day better are?

Orla, Una and Aoife (my daughters although not so small anymore).

Bucket list.

  • Take my family on safari
  • Own a property somewhere warm to escape the British winter
  • Cycle the Mallorca 312
  • Travel on the Trans-Siberian Railway

We’re part of the Sense network.

We’ve chosen to be part of Sense – a financial advice network committed to high standards and forward-thinking independent advice.

We believe that being part of Sense brings real benefits to our clients including market-leading technology and tools, and business and technical expertise that complement our own.
If you’d like to know more about how we work, then please don’t hesitate to ask us.