DipFA, BA (Hons), CeMAPFinancial Planning Consultant
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