Aaron James DipPFS is an Independent Financial Planner at Elevation Wealth Management since March 2022, with prior experience as a Financial Advisor at EASTLAKE & BEACHELL LIMITED from September 2019 to March 2022 and as a Trainee Financial Advisor at Mattioli Woods plc from May 2017 to July 2019. Aaron holds a Diploma in Regulated Financial Planning and an RQF level 4 Certificate in Discretionary Investment Management from the Chartered Insurance Institute, in addition to a CeMap qualification from the LIBF. Higher education was completed at De Montfort University, achieving a BA (Hons) in Business and Marketing from 2012 to 2014.
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