Aaron Abraham
Independent Financial Adviser, IFA

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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

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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.

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.