Alex, London, - since
Either through luck or good judgement, or a combination of both, my digital publishing business was acquired by a large corporate and I needed help to organise my financial affairs. A champagne problem that any IFAs would want to help with, but having spoken to many what stood out about Aaron was that he was prepared to listen and as a result we have worked together continually evolving a successful investment portfolio that has stood the test of time.
Anne, Hertfordshire, - since
I approached Aaron for advice concerning my pensions as it was like a foreign country to me.
He contacted my pension providers, on my behalf and clearly explained all my options and took care of all the paperwork and administration. He is always quick to respond to any of my queries and is very patient with me.
He helped me to look at my future needs and personal goals which in turn helped to shape my investment decisions. Over the years I have developed complete trust and confidence in his advice.
