Ian, Herts,

In our care since

I first started working with Aaron at a stage in my life where I had accumulated a bewildering range of occupational pensions, and needed to make sense of my options and to navigate the ever changing regulatory framework of pensions.

Aaron was brilliant at this and brought a structure to my financial planning that has been extraordinarily helpful, for example in clarifying my objectives and risk appetite. If I had to point to the most significant contribution he has made, I would say that it was to get us to see pensions and financial planning in its proper context – of what we wanted from life, not just numbers on a spreadsheet.

He has come to know and to understand both us and our family over the years. Part financial adviser, part life coach really!