Welcome to AEM Financial Planning
AEM Financial Planning was founded by Aaron McCann in July 2010.
With 25 years experience working in the Financial Services Industry, Aaron began his career with Guardian Financial Services in the UK before moving to Canada Life Ireland in 1999 where he worked for eight years, starting in Pensions and progressing to Broker Consultant in 2004.
In 2007 Aaron joined Citadel Financial Advice as Business Development Manager where he spent three years recruiting and training financial advisors.
Aaron qualified in 1998 with a BA Honours Degree in Economics, and in 2008 received his diploma from the QFA Board as a Qualified Financial Advisor. He must undertake continuous professional development to retain his accreditation from the board and maintain his licence to provide financial advice.
Aaron is a member of the Life Insurance Association (LIA), and qualified as a Professional Trustee Practitioner in 2022.
AEM Financial Planning is a Financial Advisor regulated by the Central Bank of Ireland. The firm specialises in providing advice in retirement planning, business and personal protection, estate planning and investments.
Aaron commented “we pride ourselves in being the trusted advisor to all our clients. Strong customer care is the cornerstone of our business”.
We currently have agency appointments with Aviva, BCP Asset Management, Royal London, Irish Life, New Ireland, Zurich Life, Standard Life, Davy Select and Newcourt Pensioneer Trustees.
Please click on the the link to view AEM Financial Planning’s Terms of Business: