Steve, Kent,

In our care since

As a financial director of an international media network, I was originally unclear on why I needed a financial adviser for my pension. The truth is, managing a pension investment portfolio is a very specialised role that even the most accomplished financial people have neither the time, experience or awareness of opportunities and associated legislation to do it well.

I first started working with Aaron back in 2008 and have always found him to be exceedingly responsive on any questions I may have, very proactive in making alterations to my investments as required, very knowledgeable and simply a pleasure to work with. In addition, he is well connected outside his direct area of specialisation and can introduce you to other specialists that may be important to you and will brief you on the important issues to discuss with them.