Aaron Banasik

Aaron Banasik

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0203 551 0160
Based in Fitzrovia
View location
Top Rated 2026
Verified since: December, 2024
4.6 out of 5

132 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 April 2026

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

  • 42

    Recent Client Reviews

    Verified reviews: 100%

    Aaron has received 42 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 December 2025

    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

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  • 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

  • 4

    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 4 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.