Aaron Dexter
Broad & Co. Wealth Management Ltd
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0116 238 9773
Based in Leicester
View locationChecks carried out by VouchedFor
FCA Regulated
Aaron and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Aaron and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Aaron has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aaron has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 04 February 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.
Qualifications Uploaded
Aaron has not yet added their qualifications to their profile
Qualifications not yet added
Aaron has not yet added their qualifications to their profile
Transparent Fees
Aaron has not yet added their fees to their profile
Fees not yet added
Aaron has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aaron (based on 3 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 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Aaron and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Aaron and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Aaron has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Aaron has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 04 February 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.
Qualifications Uploaded
Aaron has not yet added their qualifications to their profile
Qualifications not yet added
Aaron has not yet added their qualifications to their profile
Transparent Fees
Aaron has not yet added their fees to their profile
Fees not yet added
Aaron has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Aaron (based on 3 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 3 first impressions)
Thank you for visiting my VouchedFor profile. As an independent financial adviser, I provide a holistic wealth management service for successful professionals & business owners, both active and retired. I offer a wide range of services including investment planning, retirement strategies, insurance solutions and mortgage advice. I provide an unbiased, personalised service, specialising in creating tailored solutions that align with your unique financial goals, objectives and aspirations. Whether your priority is: • Planning for your retirement • Reducing your inheritance tax liabilities • Organising investments for growth or income • Securing financial protection against risk • Preparing a financial plan to achieve your future goals • Estate Planning • Residential or buy-to-let mortgage solutions I am dedicated to helping you achieve your financial aims.
Offers available through VouchedFor
Contact Aaron through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Aaron's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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