Friday 29 November, 2024
I enjoy helping customers understand their investment options by simplifying the financial planning process, so they are more confident to pursue their financial and lifetime goals.
Book your free
initial consultation
Aaron Abraham
Independent Financial Adviser (IFA), Wimbledon, London
Career
History
Aaron has worked as a financial adviser and private customer wealth manager in financial services since 2000. He initially worked in South London for Edward Jones for nine years as a financial adviser and stockbroker offering investment planning, pension advice and estate planning advice. He later worked for Equity Invest Limited and AES International, where he gained offshore experience.
Aarons'
Customers
Aaron opened the Lonsdale Wimbledon office in 2022 to service his central London and Wimbledon customers. Prior to this Aaron was based in our Harpenden office working alongside financial adviser Mark Slobom. Aaron’s mission as a financial adviser is to identify, achieve, and maintain the desired life goals for his customers through lifestyle financial planning and a focus on tailor-made solutions that put the customer first.
Professional
Connections
Aaron works with local solicitors and accountants to ensure customers receive joined up legal, financial and tax advice. Through his experience of working with overseas high-net-worth customers Aaron has considerable offshore experience and offers financial advice to returning expats. Aaron’s specialist interests include millennial financial planning.
Lonsdale
Awards
In 2018 Lonsdale Services won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South-East and Anglia. In 2021, Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
A Little
About Aaron
Aaron enjoys spending time with his family and daughter, as well as travelling, playing golf and meeting friends.
I have no hesitation in recommending Aaron as one of the leaders in his industry.”
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Thursday 28 November, 2024A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Budget
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Thursday 14 November, 2024Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
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Tuesday 5 November, 2024Inheritance Tax Insurance: A Guide to Protecting Your Legacy
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Wednesday 30 October, 2024 -
Friday 18 October, 2024 -
Wednesday 16 October, 2024Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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Monday 7 October, 2024 -
Wednesday 2 October, 2024
Need financial or pension advice?
Call our Lonsdale Independent Financial Advisers (IFAs) in Wimbledon, London on 0208 064 2544, or complete the form below for a free financial planning initial consultation.
Find the Wimbledon office
Common Ground, Hill Place House, 55a High Street, Wimbledon, SW19 5BA