Aaron Blackman Financial Planning - Uckfield

Andrew S.

Aaron took time to discuss and understand my needs for my retirement planning, suggesting options that very much match my risk appetite and allowing me the total flexibility I wanted. He clearly has a strong knowledge and understanding of the products on offer and I took great comfort from his experience and his suggestion to review my planning annually to adjust to any fiscal changes that may effect my outcomes. Also worth saying that Shirley, his Executive Assistant, is beyond helpful and is always on hand to provide help and support.

Paul M.

Aaron has been very helpful in navigating the stressful world of pension investment and communicating effectively the best options available and also will maintain that personal investment contact. For anyone daunted by their own finical planning for the future, I highly recommend Aaron who clearly puts his customers first, to assist in this important journey. Knowledge is power, and Aaron has been extremely helpful in planning my families financial future and my own retirement plan. Highly recommend.

Dean F.

Aaron has been looking after my pension requirements for the past 5 years. I am more than happy with what he has achieved for me so far. It’s great to have the confidence and knowledge of knowing mine and my families finances are in safe hands.

Marcel R.

My wife and I have been working with Aaron for the past couple of years. He took time to understand our goals and provided clear guidance tailored to our needs. I would highly recommend Aaron to anyone looking to achieve their financial aims with a trusted advisor.

Ben F.

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 B.

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 H.

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 S. J.

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.