Aaron Searl

DipFA, BA (Hons), CeMAP Financial Planning Consultant
Edinburgh Midlothian

Aaron is an experienced qualified Financial Adviser with circa 13 years’ experience in the Financial Services industry, over that time he has developed a breadth of knowledge and expertise which allows him to deliver a professional and reliable service to his customers. Aaron enjoys his role at Charles Derby as it allows him to really take the time to understand what his customers’ are looking for both immediately and in their longer term financial planning which means he can deliver a bespoke and flexible financial solution with access to products from a number of market leading providers.

Advice areas Provided:

- Mortgage Advice
- Retirement Planning
- Investment Advice
- Life Insurance & Critical Illness Cover
- Private Medical Insurance
- Income Protection
- General Insurance

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:
Fixed rate deals
Discounted
Variable and flexible
Capped and or collared
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