Aaron Hicks

Aaron Hicks Email and Phone Number

Chartered Financial Planner at Monenti Partners @ Monenti Partners
london, england, united kingdom
Aaron Hicks's Location
Greater London, England, United Kingdom, United Kingdom
Aaron Hicks's Contact Details

Aaron Hicks work email

Aaron Hicks personal email

n/a
About Aaron Hicks

WELCOME TO MONENTI PARTNERSMonenti Partners was established with a clear mission. We aim and aspire to set the benchmark for the quality of financial planning we offer our clients, and the positive outcomes we deliver for them as a result.In this context, our mission is to take our clients from Financial Uncertainty to Financial Freedom.OUR VALUESMonenti Partners wants you to feel confident that you are dealing with a firm where both excellence and fair treatment are central to our culture. Underpinning our mission, we operate with a clear set of values. This not only guides our every action, but this also serves as the standard to which we hold ourselves accountable.INTEGRITYDILIGENCECOMMITMENTENERGYCURIOSITYOUR PROCESSProviding professional financial planning is an increasingly complex undertaking. Our aim is to deliver positive outcomes and Financial Freedom for our clients. The process employed by Monenti Partners is built on project management principles. Our process has four discreet stages specifically designed to provide clarity and empower informed decision making along each step of the client’s journey.OUR CLIENTSWe work with intelligent, cogent adults who recognize the imperative for thoughtful financial planning in reaching their objectives and value the meaningful contribution that authoritative, professional advice can make to both this process and the delivery of positive outcomes.aaron@monentipartners.comhttp://www.monentipartners.com/020 3997 7649

Aaron Hicks's Current Company Details
Monenti Partners

Monenti Partners

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Chartered Financial Planner at Monenti Partners
london, england, united kingdom
Employees:
3
Aaron Hicks Work Experience Details
  • Monenti Partners
    Chartered Financial Planner
    Monenti Partners Jul 2020 - Present
    Summit House, 12 Red Lion Square, London, Wc1R 4Qh
    Aaron works with a range of individuals, owner-managed businesses, families and trusts. Specialising in UK pension planning, investment portfolio management, cash flow planning and financial planning following divorce.
  • Stadden Forbes Financial Planning
    Chartered Financial Planner
    Stadden Forbes Financial Planning Oct 2016 - Jun 2020
    Victoria, London
    Award winning financial planning and investment management team for all walks of life. We specialise in: • 30-45 year old wealth accumulators • Entrepreneurs • Retirees • Divorce and Inheritance • International clientsOur clearly defined service lines are designed to optimise client outcomes, and everything we do has the client at the centre.Our aim is to help clients to understand and plan a financial future. We supply the right knowledge and information to help reach decisions that are most beneficial. In an increasingly complex and uncertain world, it’s vital to plan both financial and tax affairs. It is important to be tax compliant, while managing investment and inflation risks, and maximising the opportunities that arise.Stadden Forbes helps cut through complexity to manage risks and deliver success in these ever-challenging financial and tax frameworks. Financial Design - Get the insight you need to successfully take your finances from where they are today to where you want them to be in the future.Wealth Planning - Meet your planning goals with our financial design service, tailored to provide the optimal investment and tax architecture. Investment Management - Solutions that offer you bespoke, detailed strategies to drive real returns fit for today's world.
  • Eightfourtwo
    Independent Financial Adviser
    Eightfourtwo Apr 2013 - Sep 2016
    Bank, London
    eightfourtwo is a boutique wealth management company located in the City of London. We offer financial advice to business and personal clients, working in partnership with the best specialist fund managers and providers of financial products in the industry.My role as an IFA is to relationship manage a select portfolio of clients, and provide them with bespoke solutions that fit their needs and objectives.
  • The Welbeck Group
    Associate
    The Welbeck Group Jan 2011 - Jan 2013
    London, United Kingdom

Aaron Hicks Skills

Financial Services Wealth Management Portfolio Management Microsoft Excel Financial Planning Relationship Management Investments Estate Planning Retirement Planning Equities Finance Employee Benefits Savings And Investment Planning Protection Planning

Aaron Hicks Education Details

  • St David'S College, Cardiff
    St David'S College, Cardiff
    A Level - Maths (A), Business Studies (A), I.T. (A)
  • The Chartered Insurance Institute (Cii), London
    The Chartered Insurance Institute (Cii), London
    Certificate In Discretionary Investment Management
  • The Chartered Insurance Institute (Cii), London
    The Chartered Insurance Institute (Cii), London
    Diploma In Financial Planning

Frequently Asked Questions about Aaron Hicks

What company does Aaron Hicks work for?

Aaron Hicks works for Monenti Partners

What is Aaron Hicks's role at the current company?

Aaron Hicks's current role is Chartered Financial Planner at Monenti Partners.

What is Aaron Hicks's email address?

Aaron Hicks's email address is aa****@****ers.com

What schools did Aaron Hicks attend?

Aaron Hicks attended University Of Warwick - Warwick Business School, St David's College, Cardiff, The Chartered Insurance Institute (Cii), London, The Chartered Insurance Institute (Cii), London.

What skills is Aaron Hicks known for?

Aaron Hicks has skills like Financial Services, Wealth Management, Portfolio Management, Microsoft Excel, Financial Planning, Relationship Management, Investments, Estate Planning, Retirement Planning, Equities, Finance, Employee Benefits.

Who are Aaron Hicks's colleagues?

Aaron Hicks's colleagues are Ben Ruiz, Lelan Spence, Alistair Hopton, Alice Bingham, Tom Rawlings, Fiona Dias.

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