Who is Aaron McPhail?

Aaron has been working in Financial Services for over 22 years, since graduating from University with a BA (Hon) degree in Business Studies. Prior to advising Corporate Clients and Individuals, Aaron worked for some of the UK's largest Insurance Companies as a consultant to Financial Planning Firms providing technical support along with client specific and business management solutions. Aaron is proud to be a member of the PFS by way of examination who are the leading professional body for the UK financial planning profession. Its mission is to raise professional standards which is a key belief within our business.

Aaron is an extremely conscientious and thorough individual that leaves no stone unturned. Aaron is driven by not letting people down and by doing the right thing thus you can be assured of high quality 'honest' independent financial advice that is tailored to your specific needs

Aaron is a keen football fan and enjoys playing golf when he can find time. He is married with 3 young children and very much enjoys volunteering as a football coach for both a local boys and girls football team and involved in driving the uptake in girls football.

How do you work?

Our advice process includes the following services as appropriate to your circumstances:

Initial consultation – we will explain the services on offer and how much these might cost, and you can decide whether our offering is suitable for you

Gathering information about your existing financial arrangements and personal circumstances

Understanding your risk profile, personal investment preferences, and investment experience

Establishing your goals and objectives

Analysing your current financial situation, carrying out research, and preparing our recommendations

Presentation of our recommendations including their suitability along with benefits and drawbacks

Providing a personalised written report of the recommendations presented

Implementation of the recommendations including regular updates to keep you informed of progress

Ensuring all transactions are completed in line with your expectations

Ongoing service – we will discuss the different service levels and the cost of those service levels with you during the process