Financial Life Planner
Aaron Erişkin is one of our financial planners and he sees clients in and around London. Like all Serenity planners, he is a trained Life Planner as well as a Financial Adviser. This means he is able to provide financial advice to clients in a way that is meaningful to them.
His clients include:
- Company owners and freelance workers
- People working in the arts and creative industries
- People approaching and in retirement
- Families and individuals building up assets and protecting their wealth.
Aaron begins a client relationship by fully understanding how they have arrived at their current position. He feels that this knowledge of the client’s background is essential in determining clients’ lifestyle priorities and ambitions. This then forms the basis of a well-structured and understandable financial strategy.
Once the financial strategy has been created and implemented, Aaron will work with clients to make any ongoing adjustments that are needed. This includes providing ongoing advice which covers all aspects from personal finance, tax planning, life insurance, pensions and investments. Aaron is a firm believer in an evidenced-based investment methodology and he has a passion for ESG and ethical investing.
Aaron began working in financial services in 2003. Before joining Serenity in May 2019, he was the joint owner of a London-based Chartered financial planning firm.
Aaron found that the challenge of running the business was restricting the time that he could spend with clients. After meeting with Tina Weeks, he found that Serenity was the ideal model for what a client focussed financial planning firm should look like. It became apparent that rather than replicate the business model, joining Serenity would be the best place to serve his clients both now and in the future.
Aaron is a chartered member of the Chartered Institute of Securities and Investments, as well as a qualified Registered Life Planner. He is a strong advocate for jargon-free communication and has undertaken the Plain English Campaign open course.
Aaron lives in London with his wife and their two young children. Outside of work Aaron enjoys playing guitar, running and studying Turkish. He is a season ticket holder at Tottenham Hotspur and a supporter of the Boston Red Sox.