Aaron Jackson
Financial Planner
Financial planning
Areas of expertise
- Retirement Planning
- Trusts and Estate Planning
- Tax Optimisation
- Cashflow Modelling
Experience
Aaron brings over a decade of expertise in the financial services sector, having joined Evelyn Partners in 2017.
With extensive experience working with individuals and families, Aaron excels at identifying clients’ unmet needs and guiding them towards their financial goals by aligning their wealth and income with their vision and values.
Dedicated to fostering long-term relationships, Aaron helps clients navigate life transitions and adapt their financial strategies accordingly.
Notable client work and achievements
Distinction awarded by the Chartered Insurance Insitute for achieving one of the highest scores for Financial Planning Process.
Professional qualifications and memberships
- (CII) Chartered Financial Planner of the Personal Finance Society - APFS
- (STEP) Affiliate Member of the Society for Trust & Estate Practitioners
- (BSc) Business Economics