Chartered Financial Planner
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 his career working at a platform provider. This is 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 in this position Aaron took the next step in his career and started a new role in Bristol as a Trainee Paraplanner. This involved working for two small Financial Planning firms, part time for each. He took on a wide range of responsibilities from marketing to investment analysis and recommendation planning.
Aaron Joined Kellands in 2019 as a Senior Paraplanner, and started his development plan to become a Financial Planner. In 2020 Aaron completed his development plan and became a Chartered Financial Planner with Kellands. He now undertakes a dual role helping his own clients as well as Paraplanning for other advisers at Kellands.
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 and plans to go to Russia in the near future. At home he will often be found cooking delicious food for his friends or occasionally trying different craft ales across Bristol. To keep fit Aaron enjoys running and a good game of squash, he 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
- LP2 – Financial Services Products and Solutions
- J10 – Discretionary Investment Management
- CF8 – Long Term Care Insurance
- AF4 – Investment Planning
- AF1 – Personal Tax and Trust Planning
- AF5 – Financial Planning Process
Aaron became a Chartered Financial Planner in 2020 having passed the necessary exams and gaining significant experience across the financial service industry. He also has a number of exams planned for the coming year and hopes to become a Fellow of the PFS in 2021, the highest level of qualification available.
Quays Office Park Conference Avenue
Bristol BS20 7LZ
Work: 0117 900 4000