Get to know Arron
Arron is a dedicated financial planner with 26 years of experience, based in Poole, England. Holding a Level 4 Diploma in Financial Planning and CeMAP certification, he combines his expertise with a passion for helping clients navigate their financial journeys. His approach is centred on building trust and providing tailored solutions that empower individuals to achieve their financial goals.
Outside of work, Arron is an avid traveller who is always seeking new adventures and experiences that broaden his perspective. Family is incredibly important to him, and as a proud grandfather, he cherishes every moment spent with his children and grandchildren. He also enjoys watching sport, which brings both excitement and camaraderie to his leisure time.
With a balanced blend of professionalism and personal interests, Arron strives to make a positive impact in the financial world while embracing the joys of travel, family, and sport.
In the spotlight
A common financial mistake I help people avoid is:
Finance is not everybody’s cup of tea, and it is easy to get bamboozled by the terminology used. A common mistake I help clients to avoid is making assumptions due to a lack of information, which is why I always ensure they have the relevant facts to hand.
What ‘financial freedom’ means to me:
Financial freedom, to me, is a major contributor to happiness, whether that’s being able to help loved ones or do the things you have always dreamed of. There is no better feeling than helping someone achieve that.
What do you like doing in the evenings/on the weekends?
I like to socialise with friends, family, and colleagues. My weekends are normally taken up by activities involving the grandchildren and family.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
Qualifications
Diploma in Financial Planning (DipPFS)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Certificate in Mortgage Advice and Practice (CeMAP)
This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.
