IFA Aaron Abraham joins independent financial adviser Mark Slobom in Lonsdale Wealth Management’s Harpenden office.
Aaron Abraham has recently joined Mark Slobom, as an independent financial adviser (IFA) in our Harpenden financial planning team. Aaron is based in our Harpenden office but often works in London supporting his central London and Wimbledon clients.
AARON ABRAHAM 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.
Aaron worked for Edward Jones for nine years as an independent financial adviser and stockbroker building 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. More recently Aaron worked for AES International as a Private Banking Manager responsible for developing and executing their new model adviser framework. Aaron gained considerable offshore experience from working with high net worth clients overseas. Now he is back in the UK Aaron offers financial planning advice to other returning expats.
‘I am really passionate about helping my clients achieve their financial objectives, and I believe the best way to do this is through Lifetime Financial Planning. I offer investment planning advice, pension advice and inheritance tax planning advice. As I have recently returned to the United Kingdom I am particularly interested in offering financial advice to other expats. My other specialist interests include millennial financial planning and providing financial advice for divorcing couples. I work out of the Harpenden office but I am also available to meet clients in central London, and I still offer financial advice to clients in Wimbledon, South London.’
‘I am delighted that Aaron has joined the Harpenden financial planning team, I have known him since we both worked at Edward Jones. Aaron is a very experienced independent financial adviser having worked in several financial services companies in the United Kingdom and abroad. I will soon be introducing him to my Harpenden clients so they have another point of contact in our Harpenden office.’
Please note: The value of investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority does not regulate Tax advice, Estate planning or Offshore investments.