An Associate Partner Practice of St. James's Place Wealth Management

Aaron Blackman Financial Planning

Aaron Blackman

I provide long-term solutions to individuals, families and businesses, allowing their finances to work more efficiently for them. Through a face-to-face, tailored approach I help my clients achieve the financial position they want and not the one they must have.

About

Financial decisions are often some of the hardest you’ll have to make. I pride myself in being able to assess a situation and provide you with advice, guidance and recommendations in order to make those decisions confidently.

By implementing a holistic approach, I can address a wide range of financial needs that are tailored specifically towards your goals. Some of these goals may include:

Achieve Capital Growth or Income – Is your money working as hard for you as it could be?
Reduce Financial Risk – Are you and your family prepared for what life could throw at you?
Improve your Tax Position – Are you making the most of the opportunities available?
Plan for Retirement – Are you on track to achieve your ideal retirement?
Estate Planning – Do you have peace of mind in relation to your potential legacy?

I have a personal approach and like to meet, learn and work with a variety of different people and firmly believe that we all prefer to build working relationships with someone we both like and trust.

Based on this principle, I have spent my former working years in a predominantly face-to-face environment, creating highly personalised and long-lasting relationships. Being an appointed representative of St. James's Place Wealth Management supports me in continuing to build a client-focused business. I share my working time between London and the South East of England and offer the flexibility that best accommodates you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.