Aaron Tawny is a Local firm of suitably qualified Independent Financial Advisers who offer unbiased, honest, independent financial advice to both individuals and corporate clients. Aaron Tawny was set up in 2000 by Neil Etheridge, the Managing Director and currently has a further 5 Advisers who work alongside him; Andy Beresford, George Norrie, Brian Juffkins, Darren Ward and Lee Maddock.
Administration is provided by; Tanya Owen, Clare Maddison, Debra Hance, Tracey Clutton, Pauline Morrison and Beth Etheridge who are always ready to deal with any query you may have. We pride ourselves in working as a team. Meet the Aaron Tawny Team. All our Advisers have been trained via the Chartered Insurance Institute (CII) and have collectively over 70 years of experience within this sector.
Aaron Tawny have many years experience in the area of Financial Services and are able to offer independent advice on all areas of finance. Whatever financial service it is you may be looking for, as we are independent, we are able to research the whole market to source products and services, which best suit your needs.
Administration is provided by; Tanya Owen, Clare Maddison, Debra Hance, Tracey Clutton, Pauline Morrison and Beth Etheridge who are always ready to deal with any query you may have. We pride ourselves in working as a team. Meet the Aaron Tawny Team. All our Advisers have been trained via the Chartered Insurance Institute (CII) and have collectively over 70 years of experience within this sector.
Aaron Tawny have many years experience in the area of Financial Services and are able to offer independent advice on all areas of finance. Whatever financial service it is you may be looking for, as we are independent, we are able to research the whole market to source products and services, which best suit your needs.
Services
Our initial meeting (which can be at your home or our office, whichever is preferential for you) is at our cost.
This meeting is basically a listening exercise for us both.
We simply gather all information you are willing to provide, take into account your circumstances and attitude to investment risk, if applicable, then discuss with you our ideas on how we move forward.
Once we have agreed on the most suitable level of service you would benefit from, we will discuss any fees/charges you may incur.
This meeting is basically a listening exercise for us both.
We simply gather all information you are willing to provide, take into account your circumstances and attitude to investment risk, if applicable, then discuss with you our ideas on how we move forward.
Once we have agreed on the most suitable level of service you would benefit from, we will discuss any fees/charges you may incur.
We believe that you have every right to expect value for money from us and that's exactly what we constantly strive to deliver.
Our fees will depend on the initial level of service you benefit from most and the type of on-going relationship you require.
Our fees will be a percentage of the amount being invested and/or a set implementation fee.
Our fees will depend on the initial level of service you benefit from most and the type of on-going relationship you require.
Our fees will be a percentage of the amount being invested and/or a set implementation fee.
Aaron Tawny is authorised and regulated by the FCA and therefore fully supports the FCA handbook's principle that all regulated firms must pay due regard to the interests of its clients and treat them fairly.
We must be able to demonstrate that we are consistently delivering fair outcomes to clients and that our senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to our business through establishing an appropriate culture.
We must be able to demonstrate that we are consistently delivering fair outcomes to clients and that our senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to our business through establishing an appropriate culture.
It is in the interests of our clients and our firm that we obtain the best possible result when placing orders with other firms e.g.
This best execution policy applies to orders in financial instruments such as funds and other securities.
You should read this policy in conjunction with your client agreement.
For retail clients, the price and cost of execution of the order will normally be the most important aspect in obtaining the best possible result.
We will therefore assume this is the most important outcome for your transaction unless you tell us otherwise.
This best execution policy applies to orders in financial instruments such as funds and other securities.
You should read this policy in conjunction with your client agreement.
For retail clients, the price and cost of execution of the order will normally be the most important aspect in obtaining the best possible result.
We will therefore assume this is the most important outcome for your transaction unless you tell us otherwise.
Financial planning is not the same as financial advice.
It is not a recommendation to purchase a particular product but an evolving action plan, regularly reviewed to ensure that your goals are met.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan on how you can meet your goals, given your current and projected situation as well as making sure the essential safety nets are in place, if your plans don't stay on track.
It is not a recommendation to purchase a particular product but an evolving action plan, regularly reviewed to ensure that your goals are met.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan on how you can meet your goals, given your current and projected situation as well as making sure the essential safety nets are in place, if your plans don't stay on track.
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