Aaron's professionalism is outstanding! He always takes the time to comprehend our financial plans and simplifies tricky scenarios into easy terms. He is always patient and genuinely invested in our best financial being.

Aaron took time to discuss and understand my needs for my retirement planning, suggesting options that very much match my risk appetite and allowing me the total flexibility I wanted. He clearly has a strong knowledge and understanding of the products on offer and I took great comfort from his experience and his suggestion to review my planning annually to adjust to any fiscal changes that may effect my outcomes. Also worth saying that Shirley, his Executive Assistant, is beyond helpful and is always on hand to provide help and support.

Aaron has been looking after my pension requirements for the past 5 years. I am more than happy with what he has achieved for me so far. It’s great to have the confidence and knowledge of knowing mine and my families finances are in safe hands.

I've been using Aaron for financial planning and ongoing advice for the past three years and it's one of the best decisions I made for my future self. I had been paying into various workplace pensions for a number of years, never really having the time to look at whether the company schemes were the best to achieve my financial goals. With Aaron we were able to consolidate my pension into a number of funds. We worked through my short term and longer term goals and Aaron put together a plan that worked for me. What I like about Aaron's approach is that he always has a few options up his sleeve and is able to explain any trade-offs. I never get the feeling he's "product pushing". This is particularly important to me as I also invest directly in stocks and through other passive funds. I've come to learn that for something as important as your pension, you need someone looking out for the health of it. If you don't have the time or expertise to do this - Aaron is your man.