Brian, Cheshire, - 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.
Mark, Surrey, - 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.
