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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

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Please note the value of an investment and
income from it can go down as well as up.

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, Retirement Income, Long-Term Care, Trust Planning

Aaron Abraham VouchedforAaron 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.

Aaron works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. Our Harpenden office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

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


Survey shows investors benefit from using the services of a financial adviser

If you want to achieve your lifetime financial goals working with a financial adviser can help.


Lonsdale Services recommend millennials save for their future

The media has written many articles on millennial wealth management planning recently as there is concern that millennials are not saving enough.

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

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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.