AARON SANDERS DipFA - Financial Adviser in Medway, Kent
Aaron Sanders DipFA
Contact Number: 07984 483995
Qualifications: Institute of Financial Services (IFS) Diploma for Financial Advisers
Areas Covered: Based in Kent Covers: South East England Including London
Best piece of free financial advice I could give:Make sure you put in the commitment to adequate planning, taking time and the necessary steps to obtain open and honest independent advice to meet your personal goals/aspirations.
Testimonials 2 Testimonials so far
‘Aaron was recommended to us by one of my old work colleagues. Over our 30 years of marriage we accumulated a lot of different policies for one thing and another. I was signed off work as disabled and on one of my good days I decided to look into all of these. Well to say it was a minefield was putting it mildly. This is where Aaron did his “stuff” and sorted out all of the policies, came back to us and explained each and every one of them to us in English. He gave us clean concise advise about what we could do with the policies, which ones to keep running and which ones it was best to stop and safe our money. He was completely unbiased and guided us without being pushy. He gave us time to digest what all the policies meant to us and eventually, without any pressure from Aaron, we decided to invest with Core Financial. Aaron actually managed to get us a financial bonus on two of our policies when we came out of them, which was complete news to us. Aaron is such a lovely, young family man who we now trust wholeheartedly with our finances. When we receive our updates he is always there to explain it to us if we find something we don’t understand. As far as my husband and I are concerned we would not hesitate to recommend Aaron to anyone who needs their financial affairs sorted out’. Pauline from Maidstone
Dear Aaron, I am writing to express my gratitude for your advice regarding our recent discussions on Critical Illness and Life Cover. Our existing policy was out of date and needed updating and you met with us to explain the different options available and what would be the right level of cover for us. You also completed the application forms and took that hassle away from us. The policy was approved cover had started on day after we signed the forms, which was very impressive. It is reassuring to know that we have a personal contact should we have any questions. Your friendly and efficient manner made this process quick and painless and I would have no hesitation in recommending you. Thank you for giving us total financial peace of mind. Claire from Maidstone
Background and experience:
I started working in financial services with the Halifax Bank in 2008 and after being made redundant, I wanted to widen the spectrum of financial opportunities to my clients and so I became an Independent Financial Adviser. I joined Core Financial Services on the 1st May 2013 and being independent has allowed me to specifically tailor solutions and recommendations to my clients aspirations, navigating the changing landscape most clients encounter.
I am married and have two wonderful sons and living in the village of Upchurch, I enjoy being part of the local family orientated community.
Pension consolidation bringing together numerous plans / funds accumulated over time.
Pre & post retirement planning - with pension freedom it is even more important to make regular monthly contributions for those of us just starting out with building a pension fund.
Investment advice including ISAs, bonds and unit trusts – for those looking to save for a long term dream home or financial security as life progresses
Specialist tax planning products such as Venture Capital Trusts /Enterprise Investment Schemes – these may be particularly beneficial for higher rate tax payers
Inheritance tax planning for those wanting to mitigate the costs of passing their estate to their loved ones.
Financial protection planning – including Life Insurance, Critical Illness Cover, Income Protection and Business Protection.