Aaron Mottershaw

My goal is always to deliver the best possible service and achieve the ideal outcome for my client.

I started my career at a local accountancy firm in Harpenden before moving to one of the top global accountancy firms in London, known at the time as RSM Robson Rhodes. I joined Partners Wealth Management in 2012. I have over 15 years of experience working in truly independent financial advisory firms.

The firm consider me to be one of their holistic financial planners as I advise both individuals for their own financial plans, and companies in respect of employee benefits and business owners.

When working with individuals, I strive to address their wealth planning needs and also focus on tax optimisation, IHT mitigation and family protection needs. For my corporate clients, I advise them on their pension schemes, risk and healthcare benefits and aim to ensure the company has the key people protected and a business will in place.

My hobbies include football and taking part in charity events – in the past few years I have completed the Yorkshire Three Peaks Challenge and The Ridgeway 40.