After studying Accounting and Management at the University of Kent, graduating top of his class with a first-class honours degree in 2016, Aaron made his first step into the working world of Financial Services.
Aaron started working at the Novia, a platform provider, in 2016 where he developed his knowledge in the technology that underpins Financial Services. At the same time, he started his industry qualifications, and his journey, to become a Chartered Financial Planner and a Fellow of the Personal Finance Society. After 18 months working with Novia Aaron took the next step in his career and started a new role in Bristol as a Trainee Paraplanner. Working part time for two very small Financial Planning firms he took on a wide range of responsibilities from marketing to investment analysis and report writing. Aaron Joined Kellands in 2019 as a Senior Paraplanner, and started his training to become a Financial Planner.
Aaron is a keen traveller and enjoys exploring different countries, cultures and food around the world; his latest trip was to a number of cities in Italy. At home he will often be found cooking delicious food for his friends or occasionally having a pint at the local pub. To keep fit Aaron enjoys a good game of squash and partakes in casual tournaments between his friendship group.
Aaron is a member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).
Aaron’s professional qualifications include:
- R01 – Financial Services, Regulation and Ethics
- R02 – Investment Principles and Risk
- R03 – Personal Taxation
- R04 – Pensions and Retirement Planning
- R05 – Financial Protection
- R06 – Financial Planning Practice
- J10 – Discretionary Investment Management
- AF4 – Investment Planning
He also has a number of exams planned for the coming years and hopes to be a Chartered Financial Planner and a Fellow of the Personal Finance Society in 2021.
Quays Office Park Conference Avenue
Bristol BS20 7LZ
Work: 0117 900 4000