Aidan began his career 16 years ago as a commodities broker. He has since worked across multiple industries, specialising in sales and client services. Moving into financial planning over six years ago, Aidan became a partner at an independent advisory firm. He grew that business organically from zero to over 800 clients and more than £100 million AUM in 18 months. He is passionate about making financial advice accessible and creating systems that empower teams, enhance efficiency, and elevate the client experience. He is committed to 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.

Jo is the Executive Assistant to the Pension Pulse Board, supporting Aidan and James day to day. She joins from the fashion business ARNE having been EA to the Board there. Prior to this Jo was EA to the Group Chief Transformation Officer at JD Sports.

James joined Pension Pulse from Citation, a tech-enabled compliance service business backed by private equity groups, KKR and HG Capital, where he held the position of Group Financial Controller. James graduated from Manchester University with a degree in Mathematics, joining Deloitte LLP as an auditor before qualifying as a chartered accountant in 2017.

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.