Mark, Surrey,

In our care since

Although I ran many different companies very profitably I was never as successful with my own finances or indeed with financial advisers. That was until I met Aaron.

I wanted someone easy to talk to, honest and straightforward. Aaron fitted the bill perfectly and has continued to manage my savings and pension for probably 15 years now. Always open about the pros and cons of any decision and not afraid to talk about difficult situations, Aaron has not only been a safe pair of hands but a trusted confidant.

I believe I can give no better endorsement of him than to say that I recently introduced him to my new life partner and she has now transferred all her assets to his care.

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Meaningful Financial Planning
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