Aaron joined JH&P in 2021 as a Director in the Financial Planning Team. He has joined from Rathbones, prior to which he started his career on the Graduate Scheme at Lloyds Banking Group, before going on to become Head of Financial Planning at Kleinwort Benson. Throughout his career he has been providing financial advice to high net worth families, business owners and Trusts.
He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He also a Trust and Estate Practitioner (TEP) through the Society for Trust and Estate Practitioners, with a specialist qualification in UK Tax Planning for International Clients. He sought the TEP designation as it is internationally recognised as a demonstration of being an expert in inheritance and succession planning. He is currently working towards completing his Chartered Tax Exams.
Outside of work, Aaron enjoys spending time with his family in Hampshire, playing a variety of sports and travelling.