Aaron Blackman Financial Planning - Uckfield

Ben Foster

I've been using Aaron for financial planning and ongoing advice for the past three years and it's one of the best decisions I made for my future self.

I had been paying into various workplace pensions for a number of years, never really having the time to look at whether the company schemes were the best to achieve my financial goals.

With Aaron we were able to consolidate my pension into a number of funds. We worked through my short term and longer term goals and Aaron put together a plan that worked for me.

What I like about Aaron's approach is that he always has a few options up his sleeve and is able to explain any trade-offs. I never get the feeling he's "product pushing". This is particularly important to me as I also invest directly in stocks and through other passive funds.

I've come to learn that for something as important as your pension, you need someone looking out for the health of it. If you don't have the time or expertise to do this - Aaron is your man. I've been so impressed with his support and ongoing advice that I've started to shift more of my investments (outside of my pension) over to him.

Though Aaron is an Associate Partner for SJP (a provider I've been happy with to date), I find that Aaron is always customer first, product second. I can't recommend him enough, as you can probably tell!

Ben Bullen

Aaron has helped me with my personal finances for over 4yrs now and I feel like I’m in very good hands. He has great knowledge of pensions, ISA’s, investing and financial planning, to name a few. Being a business Director/Owner, Aaron’s input/advice has been really useful to help me utilise my business to support my overall wealth. I would 100% recommend.

Warren Hoskins

Aaron has looked after my savings and pension investments since taking over the role at St James's Place Wealth Management.
His advice and time taken for annual reviews has been exemplary and I would recommend him to family and friends

Joel St John

As a small business owner, Aaron first explained to me the benefits of paying into a pension. At aged 33 or so, I had zero pension, and hadn't even thought about it. I'm now 37 and in a much better place.

Aaron helped me understand all this stuff that I have never really got my head around, and made it easy to understand, with visual aids. He took all the legwork out and made it as bitesize and digestible as it could, done quickly but efficiently.

He arranged my pension, obtained more life cover, and created long term financial order for my wife and I.

Provided careful advice on what to do, also what not to do. Made the figures easy to grasp and understand using figurative and visual illustrations.

Our annual reviews are laid back and fun.
Aaron best explained how my limited company can pay a comfortable amount each month, then we sit at the end of the year and see how much more the company can top it up based on how good a year it has been.

We also review the charts and graphs, seeing how much the pension pot has grown over time. Need to add that I'm very happy with the returns over time, making the service great value.

I'm really happy I have Aaron to guide me through it all. Our annual reviews are laid back and fun. Have recommended him to other friends too, that have businesses like me.

David Pitfield

Aaron was recommended by a friend as I was concerned about the lack of advice from my so called financial adviser who I had not seen in the 14 years I was with them. From the initial meeting he made sure I understood in simply terms what my pension was worth and how I could prepare for retirement. I have every confidence in his advice

Ben Godsell

As someone with no financial knowledge or experience, I never really knew how money could work for me or the implications of storing money away in a standard savings account or keeping it in a current account.

After talking to Aaron, he helped me understand how money could work for me. We discussed what I wanted from my money in the short, medium and long terms as well as what I could afford to "put away".

Since I trusted Aaron, I can have no complaints as I can see the benefits of my new investment strategy already. He's been more than helpful and always checks in to see if I'm still happy with the direction my account is going in, as well as recommending changes if he feels they are needed (which usually, they are).

If your looking to make more money for the future without taking the time to do so, Aaron is your man!

Simon Maynard

First of all, Aaron gave me piece of mind, thoroughly going through all of my finances, from my pension position to my insurance policies. Within our first session he was able direct me towards products and service that could help. Savings and investments was the area I really lacked knowledge, how much could I realistically save and where is best to put it to work. Aaron picked up on the fact I had and old pension scheme not doing a lot, he was able to switch the scheme into a better product, I am already seeing a better return.

Mike Parker

As someone who isn’t Clued up on retirement and investments I had reservations but after spending an hour with Aaron I felt so much more confident and knowledgeable about where and how my money would be invested. Aaron left no stone unturned going over my financial situation which extremely helpful as it helped me budget and gain a clear understanding of what I could afford to spend on my future. I feel confident my money and retirement are in safe hand and that I always have Aaron looking after my best interests. Look no further.