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 3 Advisers who work alongside him:- Andy Beresford, George Norrie and Brian Juffkins. Administration is provided by Tanya Owen, Clare Maddison, Gail Cowper and Tracey Clutton 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 here.
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.
As personal financial matters aren’t something people deal with every day, this sometimes puts people off reviewing their pensions, investments etc, because of the associated complications they assume will stand before them. We like to keep and deliver our financial advice in an uncomplicated, easy to understand, professional, friendly and jargon-free manner.
We are quite simply big enough to cope and small enough to care.
Developing a Personal Service
We realise that every situation is different and every individual is unique. We have therefore developed a range of services which can be tailored to meet your specific needs, no matter how complex.
We work in partnership with you and look to develop an excellent working relationship that will evolve over time.
Ongoing fees will depend on the type of relationship you choose to have with us and will be discussed and agreed with an Adviser. Of course your circumstances may change over time and we will be flexible in the way we work.
Rest assured that however you choose to develop your personal service, our key principles – honesty, integrity, reliability and value will underpin our relationship at all times.