Aaron Banasik

Profile Summary

Aaron Banasik is an independent financial planner with over 8 years of experience helping clients navigate the complexities of financial planning. He specialises in retirement planning, inheritance tax planning, tax-efficient investment management, complex tax strategies, and cashflow planning. His goal is to simplify financial decisions and create tailored strategies that align with each client’s unique needs. Aaron takes the time to fully understand your goals, values, and concerns. This personalised approach allows him to develop financial plans that address immediate priorities while providing confidence in your long-term financial future. Before his career in financial planning, Aaron competed professionally as a tennis player on the ATP Tour. The discipline, focus, and strategic thinking he developed on the court now inform his approach to financial planning, ensuring precision and dedication in achieving the best outcomes for his clients. Aaron offers a free, no-obligation consultation to discuss how he can help you build a personalised plan to meet your aspirations.

Investment & Financial Services Offered

Who Aaron Banasik Works With

Aaron works with clients who value personalised, expert financial advice and a strategic approach to long-term planning. His typical clients include: Professionals and executives – Individuals looking for retirement planning, tax-efficient investment strategies, and wealth management solutions. High net-worth individuals and families – Clients seeking guidance on inheritance tax planning, estate structuring, and preserving wealth for future generations. Business owners and entrepreneurs – Those requiring cashflow planning, tax-efficient strategies, and advice on succession or exit planning. Clients seeking clarity and confidence – Individuals who want complex financial matters explained clearly, with practical solutions tailored to their unique goals. Aaron’s clients appreciate his disciplined, personalised approach and his commitment to creating strategies that align with both their current priorities and long-term aspirations.

Investment Philosophy & Approach

Aaron’s investment philosophy is centred on building personalised, long-term strategies that align with each client’s goals, risk tolerance, and financial circumstances. He believes that successful investing is not about chasing short-term market trends but about creating disciplined, well-diversified portfolios designed to grow and protect wealth over time. He takes a holistic approach, integrating tax-efficient investment strategies, retirement planning, and cashflow management to ensure every decision supports a client’s broader financial objectives. Aaron places a strong emphasis on understanding each client’s priorities and values, translating complex investment concepts into clear, actionable guidance. Portfolios are regularly reviewed and adjusted to reflect changes in markets or client circumstances, ensuring investments remain suitable, effective, and aligned with long-term objectives. Aaron’s approach combines analytical rigor, strategic planning, and a commitment to providing clients with confidence and clarity in their financial journey.

Qualifications & Professional Memberships

• Diploma in Regulated Financial Planning

Fees & Charging Structure

Pensions and Investments Our fees for investment and pension advice are tiered and clearly structured. Typically: First £150,000 – 3% £150,000 to £500,000 – 2% Above £500,000 – 1% If you choose ongoing advice, an annual fee of up to 1% may apply, based on your portfolio value, the level of service required, and your individual circumstances. All fees are agreed with you upfront and are only applied with your consent. Mortgages and Insurance For mortgage and insurance advice, we are usually remunerated by commission from the provider. In some cases, an additional advice fee may be charged, depending on the complexity of the work involved. All charges are agreed with you in advance and applied only with your consent. We prioritise transparency and ensure you always know exactly what you are paying for and why.

Areas Served

Fitzrovia, London

Frequently Asked Questions