Aaron Abraham Financial Adviser in Harpenden

I enjoy helping clients understand their investment options by simplifying the financial planning process so they are more confident to pursue their financial and lifetime goals.

Aaron Abraham, Independent Financial Adviser, IFA

Aaron Abraham
Independent Financial Adviser, IFA


Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Lifetime Financial Planning, Millennial Financial Advice, Offshore Experience


Aaron has worked in the financial services industry since 2000 as a financial adviser and private client wealth manager. He is a qualified financial adviser having passed the Chartered Institute of Insurance Diploma in Financial Planning and Securities Advice and Dealing qualification.

At the start of his career Aaron worked for Edward Jones for nine years as an independent financial adviser and stockbroker. He built up a successful business offering investment planning, pension advice and estate planning advice to private clients and small businesses. During the following four years he worked as a Senior Wealth Manager for Equity Invest Limited and took overall responsibility in transitioning the company through a retail distribution review. The main focus being the investment process and the ongoing service provided to clients.

More recently Aaron worked for AES International as a Private Banking Manager responsible for developing and executing their new model adviser framework. Through his experience of working with high net worth clients overseas Aaron has gained considerable offshore experience. Following his return home to the UK he is now able to offer financial planning advice to other returning expats.

Aaron is based in our Harpenden office but often works in London supporting his central London and Wimbledon clients. Aaron’s mission as a financial adviser is to identify, achieve, and maintain the desired lifestyle for his clients through lifestyle financial planning and a focus on tailor-made solutions that put the client first. Aaron’s specialist interests also include millennial financial planning.

Out of work Aaron enjoys travelling, playing golf and meeting friends.

Aaron Abraham – To learn more about Aaron’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in Harpenden – Read more about our team.

I have no hesitation in recommending Aaron as one of the leaders in his industry.”

Chris Bowie, Partner and Portfolio Manager at TwentyFour Asset Management LLP

News from our Financial Advisers


01-02-2019

Aaron Abraham, IFA, Harpenden - Should millennials open a Lifetime ISA?

The Lifetime Individual Savings Account (LISA) was introduced to help anyone aged 18-39 save towards their first home or save towards their retirement

10-12-2018

Aaron Abraham, IFA - Self-employed millennials to consider saving into a pension

Lonsdale Services recommend that self-employed millennials consider saving into a pension.

Read more about our team of Independent Financial Advisers in Harpenden, Hertfordshire.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Aaron Abraham.

submit

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.