Aaron McLoughlin

Director, Financial Planner at James Hambro & Partners

Speaker

Aaron joined JH&P from Rathbones in 2021 as a Director of the Financial Planning Team. He started his career on the Graduate Scheme at Lloyds Banking Group before becoming Head of Financial Planning at Kleinwort Benson. Aaron has reached the highest recognised qualifications in financial planning and is a Chartered Financial Planner and Fellow. He also a Trust and Estate Practitioner (TEP) through the Society for Trust and Estate Practitioners, with a specialist qualification in UK Tax Planning for International Clients. He sought the TEP designation as it is internationally recognised as a demonstration of being an expert in inheritance and succession planning. He is an Associate Tax Technician and currently working towards completing his Chartered Tax Exams.