Aaron Banasik

Aaron Banasik

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0208 166 8476
Based in Marylebone
View location
Top Rated 2025
Verified since: December, 2024
4.6 out of 5

88 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Aaron is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Aaron's status

  • 49

    Recent Client Reviews

    Verified reviews: 100%

    Aaron has received 49 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Aaron has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Aaron has provided information on their typical fees

    Aaron has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Aaron

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aaron (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Aaron is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Aaron's status

  • 49

    Recent Client Reviews

    Verified reviews: 100%

    Aaron has received 49 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Aaron has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Aaron has provided information on their typical fees

    Aaron has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Aaron

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aaron (based on 3 first impressions)

Hi, my name's Aaron Banasik. I have over 8 years of experience as an independent financial planner, I specialise in helping clients navigate key areas such as retirement planning, inheritance tax planning, tax-efficient investment management, complex tax planning strategies, and cashflow planning. My goal is to simplify the complexities of financial planning and create tailored strategies that align with your unique needs. I believe in taking the time to truly understand your goals, values, and concerns. By doing so, we can develop a personalised plan that not only addresses your current priorities but also gives you confidence about your financial future. Before becoming a financial advisor, I achieved a career as a professional tennis player, competing internationally and on the ATP Tour. The discipline and focus I honed during my athletic career now informs the way I approach financial planning , ensuring precision and dedication to achieving the best outcomes for my clients. Please feel free to get in touch with me for a free, no-obligation meeting to discuss how we can work together to create a plan tailored to your aspirations.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Aaron's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Aaron

Are you a client of Aaron? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.