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Aaron Steel
Partner (Chartered ALFBF)

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My profile

“Your trusted financial adviser, painting a clear picture of your financial future now and across generations.”

As a Financial Adviser, I act as the bridge between the often complex financial industry and my clients. I find real satisfaction in helping people confidently answer the big questions in life, on which their finances can sometimes depend.

I’ve always enjoyed working with people and thrive in roles where I can bring all the pieces together – simplifying, improving, and ultimately creating clarity for those I serve.

With 10 years of industry experience and Chartered status, I am dedicated to making financial planning accessible and relevant to each client’s situation.

I specialise in the following:

I offer either remote consultations, supporting clients nationwide, or face-to-face, across the South East, covering London, Berkshire, Buckinghamshire, East Sussex, Hampshire, the Isle of Wight, Kent, Oxfordshire, Surrey, and West Sussex. I’m also happy to travel to both the North and South of England when needed.

Click here to meet with Aaron Steel, Financial Advisor at Foster Denovo

How I can help you

My approach to helping you achieve your financial goals involves simplifying complex financial decisions and tailoring them to your lifestyle. I focus on understanding your current situation and future aspirations, then optimise your financial position through meticulous planning.

I provide deeper insights, such as “What if you retire earlier?” and “What if a particular life event occurs?” I then adapt these insights into various options and outcomes.

To make sure you receive exceptional service, I prioritise clear communication, regular updates, and a proactive approach to adjusting plans as needed.

How I work

When you join as a new client, you can anticipate a detailed, collaborative, but relaxed and friendly approach. I work both online and face-to-face, allowing flexibility based on your preferences and location.

The advice process starts with a thorough assessment of your current financial situation and future lifestyle goals. Next, I will likely use cashflow planning to illustrate various options and outcomes, helping you gain a clear understanding of your financial future before implementing any agreed actions.

I’ll perform regular reviews and make adjustments to optimise your financial plan and keep it aligned with your evolving needs, as well as industry or legislative changes.

The value/benefit I add for you

I provide you with the peace of mind that comes from having a knowledgeable, dedicated, and trusted adviser on your side.

By keeping up to date with the latest financial trends and regulations, I help make sure you are making the most of your wealth. This allows you to focus on enjoying the life you’ve earned, knowing that your financial future is in good hands.

My clients value the personalised support and ongoing guidance I offer, helping them navigate complex financial decisions with confidence.

My team

I work within an expert team which is continuously growing. We are in contact daily, meaning you will always have more than one point of contact for support. As a whole team, we have the same goals – to provide a friendly, responsive, and high level service.

Qualifications

  • Chartered level 6 Diploma for Financial Advisers,
  • Certificate in Long-term Care & Later Life Planning,
  • Certificate in Regulated Equity Release,
  • Certificate in Mortgage Advice and Practice

Testimonials

“Excellent knowledgeable, and helpful people. Aaron knows what works best for us and has always given us excellent advice.”

“I found my adviser, Aaron Steel, very helpful and extremely knowledgeable. I would and have recommended him to others.”

“We are in good hands. We are delighted with the financial services we receive from our adviser Aaron Steel. We already have successfully recommended him to close friends and would not hesitate to do so again. The detailed reports, the expertise and the personal touch all lead to satisfaction, and we are very grateful for this.”

 

About me

Since moving to London in 2019, I have thoroughly enjoyed discovering new areas and things to see. I am a big food lover, so I can often be found trying out somewhere on my to-go list and generally exploring what the city has to offer.

I have recently taken on a rescue dog, Evie. She is a Whippet sight hound cross, so I love taking her out with me on walks or even for runs where she quite literally runs rings around me.

I am also a drummer, so my downtime has me in the studio playing; it is a great way to switch off.

A pension is a long-term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

When investing your capital is at risk. The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.