Achieving Financial Peace of Mind - for Life
At Aaron Tawny, we empower you to confidently navigate your financial life. We are an independent financial planning firm based in the heart of England, offering unbiased and personalized guidance to individuals and businesses alike. With over 70 years of combined expertise amongst our team of qualified advisors, we have the knowledge and experience to help you achieve your financial goals.
Our Vision
Our vision is to provide clear, accessible, and jargon-free financial advice, tailored to meet your individual needs and aspirations. We believe financial planning should be a collaborative process, built on trust and partnership with our clients.
Who We Are
Aaron Tawny was founded in 2000 by Neil Etheridge, who assembled a team of dedicated and experienced professionals. Our team comprises highly qualified and passionate individuals who are committed to delivering exceptional client experiences. Each advisor has undergone rigorous training through the Chartered Insurance Institute (CII) and brings a wealth of experience across various financial disciplines.
What We Do
We offer a comprehensive range of services encompassing all aspects of financial planning, including:
- Pensions: Reviewing and optimising your current pension arrangements for maximum growth and security.
- Investments: Developing a tailored investment portfolio that aligns with your individual goals and risk tolerance.
- Mortgages: Guiding you through the process of securing competitive mortgage options and managing your debt.
- Personal & Business Insurance: Providing tailored insurance solutions to protect your personal assets and mitigate potential risks.
- Equity Release & Lifetime Planning: Exploring options like equity release or home reversion plans to meet your retirement or financial needs.
- Inheritance Tax (IHT): Simplifying the process of managing and reducing your inheritance tax liabilities.
- Auto Enrolment: Helping you comply with pension regulations and maximize your workplace pension contributions.
Our Commitment
At Aaron Tawny, we are committed to:
- Honesty: We deliver transparent and open communication, providing clear explanations and avoiding jargon.
- Integrity: We uphold the highest ethical standards, adhering to strict industry regulations and client confidentiality.
- Reliability: We are committed to delivering consistent and dependable advice, working alongside you every step of the way.
- Value: We provide high-quality financial guidance that aligns with your individual needs and aspirations.
Overview of Reviews
The majority of reviews are overwhelmingly positive, with customers praising the company's honesty, integrity, and professionalism.
Positive Experiences
- Many customers have expressed their gratitude towards the company's advisors, including Darren, Neil, Clare, Beth, Brian, Andy, and other team members, for their helpful and informative approach.
- Reviewers have praised the company's ability to explain complex financial concepts in an easy-to-understand manner.
- Several customers have mentioned the company's promptness and efficiency in handling paperwork and appointments.
- The company's integrity and trustworthiness have been highlighted as key advantages.
Negative Experience
- One reviewer had a negative experience with Andy Beresford, citing a lack of interest and progress in their case, and accusing him of being lazy and dishonest.
