Discover AiMS - Aims Financial

Discover AiMS

In 1996, the world welcomed Dolly, the first cloned sheep, eBay celebrated a year of online trading, and the DVD was invented.

It was also the year AiMS was established.

Since that time, our customer base has grown to over 7,000 individual clients and businesses.

Today, 25 years after we launched, we are still working with many of our original clients and have gone on to support their businesses, their families and friends as the years have passed. But we have also taken a journey of our own.

The traditional role of a financial advisor is to help clients manage their finances and assets over the long term. A financial planner will review your finances and advise how you can achieve your objectives and ensure that you will have more financial flexibility in the future. They will also help with your specific goals in terms of retirement, wealth management, risk management, and more.

Of course, we can do all of this. But it’s the way that we do it, that makes us different.

Our approach is holistic and collaborative and centred around financial wellbeing. We believe that it is so much more than where you invest your money, or how much you save or spend.

It is about listening, asking the right questions, and understanding your future aspirations. It is about exploring your needs and helping you make the right decisions for you.

We are here to bring purpose and resilience to your finances, leaving you to dream big, to enjoy greater wellbeing and happiness.

We believe in exceptional service and building relationships. Taking the AiMS Discovery Journey is just the first step.

The AiMS Discovery Journey

Our approach is holistic and collaborative and centred around financial wellbeing. We believe that it is so much more than where you invest your money, or how much you save or spend.

It is about listening, asking the right questions, and understanding your future aspirations. It is about exploring your needs and helping you make the right decisions for you.

We are here to bring purpose and resilience to your finances, leaving you to dream big, to enjoy greater wellbeing and happiness.

We believe in exceptional service and building relationships. Taking the AiMS Discovery Journey is just the first step.

The AiMS Discovery Journey

“So many people have pre-conceptions about what they should do with their wealth, but financial wellbeing helps them unlock the potential for wealth to enable a different, better and more fulfilling life. Our job is to facilitate their journey towards appropriately using their wealth to lead happier, healthier lives.” Dylan Tomkins, Managing Director.

“Every long journey starts with one small step.”

Chinese proverb

Based in offices in Ashford, Kent, at AiMS Financial we are committed to providing quality service at all times.

We deliver financial solutions including Mortgages, Pensions & Investments, Trusts, Financial Advice, Business Protection – AND MORE.

Meet the team

Together, we will ensure your finances are fit for life, and for whatever life brings.

Contact us

If you would like to find out more or arrange a free, no obligation initial meeting, please provide your details and we will be in touch.