Who are Pension Pulse?

Aidan began his career 16 years ago as a commodities broker in the City of London. He has since worked across sales and operations, specialising in building and refining processes that deliver exceptional client service efficiently and at scale. Transitioning into financial planning over 6 years ago, Aidan became a Partner at an independent advisory firm, growing it from zero to over 850 clients in 20 months. He is passionate about making financial advice accessible and creating systems that empower teams, enhance efficiency, and elevate the client experience. Aidan is passionate about building a business that puts people first

James began his career at a US investment bank in 2002, before moving on to co-manage a £100 million UK Equity Fund. Since 2010, he has been managing investments for private clients, including families, charities, and trusts. James takes overall responsibility for customer investments within Pension Pulse and works closely with BlackRock to oversee the investment approach for the business.

Ged has over 30 years’ experience in the private equity and advisory arena, predominantly at LDC, where he was responsible for the North West, a region that accounted for a third of LDC’s business. Ged has led a significant number of successful private equity investments across a variety of sectors during his career. He has also sat as a Non-Executive Director on the board of a number of private equity-backed businesses, and he’s been the Finance Director at two successful private equity-backed businesses.

Chris is a Chartered Accountant and a successful private equity investor with 30 years of experience in the UK sector. He spent a large portion of his career at LDC, where he was a standing member of the Investment Committee and later served as Chairman. During his tenure, Chris was responsible for the £2.5 billion investment portfolio of 100 companies and led the transformation of the operating partner model, making it the most successful period in LDC's history for deal activity and investment returns.

Jim has joined Pension Pulse as Finance Director and brings over 10 years of experience in the finance profession. After graduating from the University of Manchester with a degree in Mathematics, Jim embarked on his career in finance, joining Deloitte LLP as an auditor, qualifying as a chartered accountant in 2017. Jim took the leap from practice into industry in 2019, joining Citation Limited, a private equity backed global provider of tech-enabled compliance services.

Simon is the Director of Compliance at Pension Pulse and a Fellow of the Personal Finance Society, with 20 years’ experience in financial advice and regulatory compliance. He holds qualifications in Regulated Financial Planning, Securities Advice and Dealing, Discretionary Investment Management, Long Term Care, and Compliance, reflecting strong technical expertise and a deep understanding of client and governance needs. Simon has worked with global banks and FTSE-listed firms on complex regulatory projects and contributed to the CII’s learning materials on ethics and regulation. He also holds a Master’s in Philosophy, reinforcing his focus on ethics and responsible decision-making.