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Porta Wealth Management LLP, 30 Lombard Street, London, EC3V 9BQ

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Who
We are.

Who is Aaron Crossman?

After a career in professional sports as a performance analyst – using statistics to understand the game’s story and plan/forecast what we wanted to achieve. Every team I worked with in sports had different characteristics and goals they wanted to achieve, and I believe this has benefited me within my financial adviser career.

My approach is to listen first, listen second and listen again.

My approach is to understand whom I speak to. Everyone is unique, and my part is helping craft and build a bespoke plan together.

Now, every plan can be excellent on paper, but just like a match, things can change. From the bounce of the ball to the change in family circumstances, life throws lots of moments your way. I aim to be there when things are good and when roadblocks appear.

Aaron Crossman - Financial Adviser

What sets me apart

  • Long Term Approach - As you will see from the testimonials below, I am willing to take time to build trust in a long-term relationship.

What do my clients say?

"Aaron is brilliant. He is a breath of fresh air when we chat and I have full trust in how he is guiding and recommending what I can/ should do to maximise my finances now, but more so in the future. He has a great way of turning complicated and multi-layer financial jargon into ‘everyday language’ and as such, allowed me to positively build on my knowledge and understanding so I can make educated decisions about my finances. Aaron always manages to fit around my busy and slightly hectic lifestyle, and at the same has given me a nice nudge when ‘financial decisions’ hasn’t been at the top of my to do list…when it should be!"

Danielle (Nolli) Waterman - Ex Professional Rugby Player, Sports Commentator & Media Pundit

"Aaron is a dedicated financial adviser who has significant knowledge in his area of expertise. Great communicator and always helpful whenever needed. Has a good network basis with contacts that can help with all varying financial needs one may have. All with the most friendliest approaches taking away any stress for the client and always keen to find a solution".

Sanil Mehta - Head of Finance