Aaron McLoughlin
Director, Financial Planner | London
Aaron joined JH&P from Rathbones in 2021 as a Director of the Financial Planning Team. He started his career on the Graduate Scheme at Lloyds Banking Group before becoming Head of Financial Planning at Kleinwort Benson. Aaron has reached the highest recognised qualifications in financial planning and 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 an Associate Tax Technician which demonstrates knowledge and practical skills in providing tax compliance, and currently working towards completing his Chartered Tax Exams.
He lives by The French motto Quant Je Puis (As Much as I Can), which inspires him to be the best person and planner he can be for his clients. Aaron believes making the right financial decisions and having financial security can impact our lives and those we’re connected to. He likes to create an engaging experience for his clients, freeing them to focus on what is important to them. In his spare time, Aaron enjoys time with his family and holidays – hitting the ski slopes (when he can) and playing and watching various sports.
He lives by The French motto Quant Je Puis (As Much as I Can), which inspires him to be the best person and planner he can be for his clients. Aaron believes making the right financial decisions and having financial security can impact our lives and those we’re connected to. He likes to create an engaging experience for his clients, freeing them to focus on what is important to them. In his spare time, Aaron enjoys time with his family and holidays – hitting the ski slopes (when he can) and playing and watching various sports.