Chartered Financial Planner

• Jul 2020 - Present

Aaron works with a range of individuals, owner-managed businesses, families and trusts. Specialising in UK pension planning, investment portfolio management, cash flow planning and financial planning following divorce. Aaron works with a range of individuals, owner-managed businesses, families and trusts. Specialising in UK pension planning, investment portfolio management, cash flow planning and financial planning following divorce.

Chartered Financial Planner

• Oct 2016 - Jun 2020

Award winning financial planning and investment management team for all walks of life. We specialise in: • 30-45 year old wealth accumulators • Entrepreneurs • Retirees • Divorce and Inheritance • International clients Our clearly defined service lines are designed to optimise client outcomes, and everything we do has the client at the centre. Our aim is to help clients to understand and plan a financial future. We supply the right knowledge and information to help reach decisions that are most beneficial. In an increasingly complex and uncertain world, it’s vital to plan both financial and tax affairs. It is important to be tax compliant, while managing investment and inflation risks, and maximising the opportunities that arise. Stadden Forbes helps cut through complexity to manage risks and deliver success in these ever-challenging financial and tax frameworks. Financial Design - Get the insight you need to successfully take your finances from where they are today to where you want them to be in the future. Wealth Planning - Meet your planning goals with our financial design service, tailored to provide the optimal investment and tax architecture. Investment Management - Solutions that offer you bespoke, detailed strategies to drive real returns fit for today's world. Show less

Independent Financial Adviser

• Apr 2013 - Sep 2016

eightfourtwo is a boutique wealth management company located in the City of London. We offer financial advice to business and personal clients, working in partnership with the best specialist fund managers and providers of financial products in the industry. My role as an IFA is to relationship manage a select portfolio of clients, and provide them with bespoke solutions that fit their needs and objectives. eightfourtwo is a boutique wealth management company located in the City of London. We offer financial advice to business and personal clients, working in partnership with the best specialist fund managers and providers of financial products in the industry. My role as an IFA is to relationship manage a select portfolio of clients, and provide them with bespoke solutions that fit their needs and objectives.

Associate

• Jan 2011 - Jan 2013