About Aaron Dexter

I provide a holistic wealth management service for people who appreciate professional, personal and independent financial advice that meets their specific needs and objectives.
I offer the benefit of a single adviser relationship, based on trust and a thorough understanding of your financial needs and goals, whether your priority is to:* Invest for Growth or Income* Organise Estate Planning & Reduce Inheritance Tax liabilities* Plan for your retirement* Seek Mortgage Advice for residential or buy-to-let properties* Gain financial protection against risk* Manage cash & borrowingsWhichever your objective may be, I specialise in finding the right solution to meet your needs.I am based in Leicestershire and I provide my personal service to clients both locally and nationally.Please contact me today if you would like to speak about how I may be able to assist you with your financial planning needs.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • High loan to value
  • Self employed
  • Flexible

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