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Aaron Poltorak

Chartered Financial Planner

Aaron.Poltorak@argentisfp.co.uk
07920 417618

Reviews and Ratings for Financial adviser Aaron Poltorak, Harrogate

Get to know Aaron

Aaron is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

He has been advising clients for over 15 years, helping them build, protect, and preserve wealth, and ultimately pass it on as tax efficiently as possible.

Away from the office, Aaron enjoys all kinds of sport, has a passion for fitness, and loves to travel.

The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.

In the spotlight

What makes a great client-adviser relationship is:

Transparency. Transparency helps to build trust, and it needs to be from both sides. We can’t expect clients to give us all of their personal information, opinions, and long-term objectives if we’re not willing to be as open with our own lives in return.

What do you think best describes the types of clients you advise?

I pride myself at being a true “all-rounder” and can help clients accumulate wealth, protect wealth, and, ultimately, decide the best way to spend their wealth during their lifetime.

A skill I’d love to master is:

A second language. This is so far outside my comfort zone and doesn’t exactly go hand-in-hand with a typical Brummie/Black Country accent, but I’m truly jealous of people able to speak another language fluently.

Must-know information

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