Get in touch
Robson Laidler Accountants

Aaron Hadfield

Chartered Financial Planner
0191 281 8191 ahadfield@robson-laidler.co.uk

Important information

Qualifications FCA register Statement of Professional Standing
Hard at work

Aaron in the office

I’ve been in the financial advice profession since 2016, joining immediately after finishing university with a degree in Financial Mathematics.

I started my career in a paraplanning role with St. James’s Place in Nottingham before moving to Newcastle with Fairstone, another national firm, in a senior paraplanner and client services role. During my time there, I achieved Chartered status before moving on to a financial planner role with Robson Laidler in July 2024.

At Robson Laidler, the main focus of my work is producing bespoke wealth plans for families, business owners, and professionals using powerful cashflow modelling technology.

A defining moment in my career to date was making the transition from senior paraplanner to adviser, after taking a six-month sabbatical across Southeast Asia and Australia. It was a bold decision, especially as I had the option to continue progressing through the salary and management tiers with a high level of job security. But ultimately, I realised that path wasn’t aligned with what I truly wanted.

The things I love most about my work are giving people confidence to retire and spend their hard-earned money, and teaching people about the world of personal financial planning and making it make sense. I also enjoy meeting new people with different perspectives on the world.

I find it rewarding to work with a wide range of individuals, where there’s a genuine interest in understanding their financial situation and making informed decisions. That curiosity and openness make the advice process collaborative and meaningful.

Follow on LinkedIn

Away from the desk

Aaron out of the office

I now spend most of my free time with my partner and two newly acquired cats. My partner wanted two cats, and I wanted none… so we compromised and got two cats…

I regularly meet up with friends, whether for local Thursday five-a-side football (our team were Premier League champions for spring 2025) or weekend hikes around Northumberland and the Lake District (I’ve completed 112 out of the 214 Wainwrights).

Spilling the beans

What's on your
bucket list?

A New Zealand campervan trip.

To build a garden bar.

A sub-20-minute Parkrun (and other fitness milestones I’ll probably not reach!).

Qualifications

  • Certificate in Equity Release

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • CII Level 3 Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • Diploma in Regulated Financial Planning

    This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Advanced Diploma in Financial Planning

    This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

  • AF1 Advanced Diploma in Personal Tax and Trust Planning

    This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.

  • AF5 Financial Planning Process

    This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

  • AF8 Retirement Income Planning

    By successfully completing this qualification, an adviser can demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement.

  • J02 Trusts

    At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; the main types of trusts that are common in the UK; and taxation considerations relevant to trusts.

  • R01 Financial Services, Regulation, and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 Investment Principles & Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

  • R05 Financial Protection

    This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • ER1 Equity Release

    This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics

Meet your team

Your money, in safe hands. These are the dedicated individuals responsible for looking after your wealth, and maybe, just maybe, making your dreams come true.

Say hello to everyone
Helpful, informative

Blogs and news

Better finances come from wiser decisions. So, we share our wisdom freely to help boost your money know-how.

Show me all blogs

It all starts here

When you’re ready to transform your life through financial planning, why wait? Reach out to us today to arrange a no-obligation initial chat about your circumstances.

    Privacy policy Cookies policy Complaints Policy Terms and conditions

    Robson Laidler Financial Planning Ltd t/a Robson Laidler Wealth. Registered office: Fernwood House, Fernwood Road, Jesmond, Newcastle upon Tyne, NE2 1TJ. Robson Laidler Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Registration number 458879. Registered in England and Wales. Company number: 05395046.

    Past performance is not necessarily a guide to future performance. The value of investments, and the income arising from them, can go down as well as up, and are not guaranteed, which means that an investor may get back less than they invested.

    Newcastle Durham Teesside

    Robson Laidler Accountants
    Back to top

    Chartered Financial Planners

    Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
    Robson Laidler Wealth
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.