Courtiers Wealth Management
Courtiers Wealth Management

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Aaron Smith


01603 895350

At Courtiers

Aaron joined the Wealth Management team as a Financial Adviser following the acquisition of Brunswick Investment Management in November 2023. He loves meeting clients, understanding their objectives and working with them to reach their long-term goals.   

Background / Experience

Aaron built up over 10 years’ experience in a client-facing role as a wine adviser but decided to ditch pinot for pensions and transitioned into financial services. Having already completed his Diploma in Financial Planning, he is keen to work towards Chartered Status in the future.

Outside Work

A father of three young boys, Aaron’s weekends are usually hectic. Trips to West Runton on the Norfolk coast, woodland walks and playparks are usually on the agenda.