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 5 Advisers who work alongside him; Andy Beresford, George Norrie, Brian Juffkins, Darren Ward and Lee Maddock.
Administration is provided by; Tanya Owen, Clare Maddison, Debra Hance, Tracey Clutton, Pauline Morrison and Beth Etheridge 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. All our Advisers have been trained via the Chartered Insurance Institute (CII) and have collectively over 70 years of experience within this sector.
Administration is provided by; Tanya Owen, Clare Maddison, Debra Hance, Tracey Clutton, Pauline Morrison and Beth Etheridge 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. All our Advisers have been trained via the Chartered Insurance Institute (CII) and have collectively over 70 years of experience within this sector.
Services
Our initial meeting (which can be at your home or our office, whichever is preferential for you) is at our cost. This meeting is basically a listening exercise for us both. We simply gather all information you are willing to provide, take into account your circumstances and attitude to investment risk, if applicable, then discuss with you our ideas on how we move forward.
We believe that you have every right to expect value for money from us and that's exactly what we constantly strive to deliver. Our fees will depend on the initial level of service you benefit from most and the type of on-going relationship you require. Our fees will be a percentage of the amount being invested and/or a set implementation fee.
Aaron Tawny is authorised and regulated by the FCA and therefore fully supports the FCA handbook's principle that all regulated firms must pay due regard to the interests of its clients and treat them fairly.
We must be able to demonstrate that we are consistently delivering fair outcomes to clients and that our senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to our business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We must be able to demonstrate that we are consistently delivering fair outcomes to clients and that our senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to our business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
It is in the interests of our clients and our firm that we obtain the best possible result when placing orders with other firms e.g. This best execution policy applies to orders in financial instruments such as funds and other securities. You should read this policy in conjunction with your client agreement.
Financial planning is not the same as financial advice. It is not a recommendation to purchase a particular product but an evolving action plan, regularly reviewed to ensure that your goals are met.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan on how you can meet your goals, given your current and projected situation as well as making sure the essential safety nets are in place, if your plans don't stay on track.
The process involves gathering relevant financial information, setting life goals, examining your current financial status and coming up with a strategy or plan on how you can meet your goals, given your current and projected situation as well as making sure the essential safety nets are in place, if your plans don't stay on track.
Reviews (7)
Luxe Tanning
Jan 06, 2021
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James McCullock
Nov 22, 2020
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Andy Beresford helped me and my partner get our first home, was really helpful and always available when I needed him, simplified things and explained what I needed to do and when, really helped calm my nerves as a first time buyer, which is why I didnt hesitate to contact him now we are looking to move again, and as always he has been first class, great company and great people, always put the customer first - highly recommended
Claire & Rich Duffield
Aug 25, 2020
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We have been involved with Aaron Tawny for many years now and can’t fault them at all. Andy has been great, sorted out all of our pensions, mortgages and life insurance. He is always friendly and very knowledgeable. Any issues, he responds quickly and is always helpful. I would highly recommend the company.
K. Leeson
Aug 22, 2020
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Andy Beresford works for Aaron Tawny - Total and I mean total WASTE OF TIME my time, Months in Fact
Uninterested time waster - Having to chase him all the time to find he has done nothing, Took 72 days just to write to a Pension Company.
Never called me once having to chase him all the time, then I find out he has
done nothing, Total lazy Liar. out of his depth...........Just don't Bother.
Note, there were no reviews before mine, now all of a sudden after mine there are reviews, that are only weeks old,
All 5 five stars, Tosh.
Xxxx Funny that xxxxxxx
Uninterested time waster - Having to chase him all the time to find he has done nothing, Took 72 days just to write to a Pension Company.
Never called me once having to chase him all the time, then I find out he has
done nothing, Total lazy Liar. out of his depth...........Just don't Bother.
Note, there were no reviews before mine, now all of a sudden after mine there are reviews, that are only weeks old,
All 5 five stars, Tosh.
Xxxx Funny that xxxxxxx
Kieron Dowson
Jun 27, 2020
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We have recently been looking into purchasing a new home and investment options we choose to go to Aaron Tawny to discuss our options. We found the company to be very friendly and very knowledgeable, they answered all the questions we need help with and gave us options we hadn't thought of. A very helpful company that we would highly recommend.
Luke Milner
Jun 20, 2020
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Stuart Petrie-Tootell
May 30, 2020
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