Aaron W.
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Aaron W. Email & Phone Number

Director @ Kocab Wealth Management - Helping Owner-Managed Businesses and City Professionals Reach Their Financial Goals. at Kocab Wealth Management
Location: London, England, United Kingdom 4 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Director @ Kocab Wealth Management - Helping Owner-Managed Businesses and City Professionals Reach Their Financial Goals.
Location
London, England, United Kingdom

Who is Aaron W.? Overview

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Aaron W. is listed as Director @ Kocab Wealth Management - Helping Owner-Managed Businesses and City Professionals Reach Their Financial Goals. at Kocab Wealth Management, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Aaron W..

Aaron W. previously worked as Director at Kocab Wealth Management and Commercial Banking Manager at Metro Bank (Uk). Aaron W. holds Bachelor'S Degree from King'S College.

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Kocab Wealth Management

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About Aaron W.

I specialise in assisting clients in shaping a roadmap for their future financial well-being, a task that often remains unaddressed or overlooked due to busy lifestyles. Specifically, I can help you with the following:1. Charting a course for your retirement or a career change, by helping you identify when and what it entails.2. Ensuring confidence in your financial strategy, one that optimizes available tax benefits within a well-diversified, expertly managed portfolio.3. Providing security as you navigate life's various stages, including safeguarding your assets and planning for their transfer to your heirs or loved ones.With more than a decade of experience in the financial services industry, my journey began in retail and commercial banking before founding my own Wealth Management practice, dedicated to delivering goal-oriented financial planning to clients throughout the UK.I'm enthusiastic about establishing connections with:• Commercial Bankers• Professionals with a global reach• Business OwnersFor further information, please don't hesitate to reach out to me via message or connect with me directly. You can also explore my website at: www.kocabwealthmanagement.co.ukOutside of work, I have a passion for sports and travel.

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Kocab Wealth Management
Kocab Wealth Management
Director @ Kocab Wealth Management - Helping Owner-Managed Businesses and City Professionals Reach Their Financial Goals.
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4 roles

Aaron W. work experience

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Director

Current

116 Brompton Road, Knightsbridge, London

Kocab Wealth Management Limited is a leading financial planning and wealth management advisory firm, specialising in providing intelligent wealth management advice. We do not provide off-the-shelf (or off the web) solutions but offer you the benefit of a single relationship to meet your financial needs both now and in the future. kocabwealthmanagement.co.ukOur structured advice process is designed to help you make informed decisions and avoid costly errors, with the overriding aim being to establish and maintain trust and to build mutually beneficial long-term relationships. We are here to help you achieve a position where you have the money you need to live the life that you want. We can help you with:► Employee Benefit Schemes► Pensions Advice► Retirement Planning► Health, Life and Income Protection► Aspects of Business Protection, Succession PlanningYour home may be repossessed if you do not keep up repayments on your mortgage.The value of your investment can go down as well as up. You could get back less than you invested.Taxation rules can change at any time and are dependent on individual circumstances.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 08/09/2023

Jun 2023 - Present

Commercial Banking Manager

City Of London, England, United Kingdom

Jan 2023 - Jun 2023

Commercial Relationship Manager

City Of London, England, United Kingdom

May 2022 - Feb 2023

Local Business Manager

Cheapside

As a Local Business Manager I would like to invite you to discover a very different kind of banking service – a service that you will only find at Metro Bank. Metro Bank is the UK’s first new high street bank in over 100 years and (as you may have heard) we are revolutionising the banking sector by “putting our customers at the heart of everything we do to offer unparalleled service and convenience”.Metro Bank - A Revolution in Banking Britain's first new High Street bank in over 100 years offers banking focused on the Customer. Metro Bank will be introducing Customers to unparalleled levels of service and convenience. This unique retail banking model, created by Metro Bank's founder Vernon W. Hill, revolutionised banking in the United States. Now Metro Bank will revolutionise the banking industry in Britain with services and convenience that exceed the expectations of you, our Customer, everyday.•Open 7 Days, Early & Late•Online Banking •Bank Cards "on the spot"•Speak to a Local Person 24/7•Local Loans by Local Lenders•Cash Management Services Local Bankers Serving Local Communities Metro Bank's commitment to unparalleled levels of service and convenience extend to the way we think about Commercial Banking, too. We offer unique advantages and expertise to serve your commercial banking needs. Whether the goal is working capital, commercial mortgages or expansion funding, we have a host of ways to help with your business needs.

Mar 2017 - May 2022
3 education records

Aaron W. education

FAQ

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What company does Aaron W. work for?

Aaron W. works for Kocab Wealth Management.

What is Aaron W.'s role at Kocab Wealth Management?

Aaron W. is listed as Director @ Kocab Wealth Management - Helping Owner-Managed Businesses and City Professionals Reach Their Financial Goals. at Kocab Wealth Management.

Where is Aaron W. based?

Aaron W. is based in London, England, United Kingdom while working with Kocab Wealth Management.

What companies has Aaron W. worked for?

Aaron W. has worked for Kocab Wealth Management and Metro Bank (Uk).

How can I contact Aaron W.?

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What schools did Aaron W. attend?

Aaron W. holds Bachelor'S Degree from King'S College.

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