Helping you to plan the future you want!
At Aaron Tawny, we pride ourselves on being a team of independent financial advisers who offer unbiased, honest, and independent financial advice to both individuals and corporate clients. Since our establishment in 2000, we have been dedicated to providing our clients with a comprehensive range of financial services that cater to their specific needs.
Our Mission
Our mission is to provide concise, impartial, and friendly financial advice to our clients, helping them to plan for the future they want. We understand that every situation is different, and every individual is unique. Therefore, we have developed a range of services that can be tailored to meet our clients' specific needs, no matter how complex.
Our Services
We offer a wide range of financial services, including unbiased financial planning, pensions, investments, mortgages, personal and business insurance, equity release, lifetime and home reversion plans, inheritance tax planning, and auto enrolment. Our team of experienced and suitably qualified advisers has collectively over 70 years of experience in the financial sector, ensuring that our clients receive the best possible advice.
Our Values
At Aaron Tawny, we are committed to upholding the values of honesty, integrity, reliability, and value in everything we do. We believe in building long-term relationships with our clients, and we strive to provide a personal service that is tailored to their individual needs. Our goal is to help our clients build a secure and prosperous future, and we are dedicated to working in partnership with them to achieve this goal.
Meet the Team
Our team of experienced financial advisers includes Neil Etheridge, Andy Beresford, Brian Juffkins, Colin Hopewell, Jo Singh, Darren Ward, and Lee Maddock. Our administrative team consists of Tanya Owen, Clare Maddison, Debra Hance, Tracey Clutton, Pauline Morrison, Beth Etheridge, and Debbie Page. We are a friendly and professional team, and we are always ready to deal with any query you may have.
Fees
Our fees are dependent on the type of relationship you choose to have with us, and will be discussed and agreed with an adviser. We are transparent about our fees, and we will always work with you to find a solution that suits your needs and budget.
Overall Review Summary
The reviews are overwhelmingly positive, with customers praising the honesty, integrity, and professionalism of the financial advisors at Aaron Tawny. Many reviewers appreciated the clear and simple explanations of financial options, the lack of hard selling, and the prompt service.
Common Themes
- Professionalism and Knowledge: Reviewers praised the expertise and professionalism of the advisors, particularly Andy Beresford, Neil, Clare, and Beth.
- Honesty and Integrity: Many reviewers appreciated the honesty and integrity of the advisors, who did not push for unnecessary work and were transparent about costs.
- Excellent Customer Service: Reviewers praised the prompt and reliable service, as well as the friendly and approachable nature of the advisors.
One Negative Review
- Poor Service: One reviewer, K. Leeson, had a very negative experience, citing a lack of interest, unresponsiveness, and a general waste of time.
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