Brian, Cheshire,

In our care since

When I moved companies around a decade ago I wanted some independent advice about consolidating several defined contribution company pension schemes into one place – I was very fortunate to connect with Aaron and have been benefiting from his ongoing advice ever since. Aaron is open, straight-talking, trustworthy and very personable – he makes complex financial planning issues easy to understand and helps me arrive at the right decisions quickly. The SIPP advice he gave me and the ongoing management of it has been first class and the pension funds have performed materially better than they would have, had I left them in the various company schemes. I look forward to continuing support from Aaron through his new venture going forwards and wouldn’t hesitate to recommend him to anyone in need of sound financial advice.