Aaron is a senior financial planner in London with over 10 years of experience in Financial Services, and has joined Rathbones from Kleinwort Benson, where he was head of financial planning. Prior to this he worked with the financial planning team at Lloyds Private Bank covering their London Mayfair office.
Aaron is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and is a qualified Trust and Estate Practitioner, with a specialist qualification in UK Tax Planning for International Clients, from The Society for Trusts and Estate Planning (STEP).
Aaron has significant experience in providing holistic financial advice to individuals, corporates, and trustees. He helps clients across a broad range of areas including protecting their wealth, retirement planning, investment structuring, and has a particular interest in advising on complex tax and succession planning.