020 7812 1460
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Aram Kupelian
Paraplanning Director
020 7812 1460
akupelian@holden-partners.co.uk
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Awards & Accreditations
Aram has worked in financial services for 20 years and currently leads our paraplanning function.
Aram’s responsibilities include report writing and providing technical research in a wide range of financial planning areas with particular focus on investment and pension reviews, retirement planning strategies and building cash flow forecasts. Aram is also involved in the development of our suitability letter templates, managing workflow and working closely with other managers within the firm to make the business more efficient.
Aram likes to get involved in the wider Paraplanning community, whether via social media or meeting at Paraplanner conferences and was recently asked to be on a Practitioner panel at the PFS Purely Paraplanning conference, where he was able to answer questions from the floor and share ideas.
Outside of work
In his spare time, Aram enjoys following Arsenal, live music, eating out and entertaining his two young sons, George and Louis.
Qualifications
Aram is a Chartered Financial Planner. He is also a Fellow of the Personal Finance Society (PFS) and an Affiliate Member of STEP (The Society of Trust and Estate Practitioners)
You can view Holden & Partners entry on the FCA Register by clicking here.
Qualifications
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Chart FP – Chartered Financial Planner
Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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FPFS – Fellow, Personal Finance Society
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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STEP Certificate for Financial Services – Trusts and Estate Planning
This qualification is a collaboration between STEP and CLT International (CLTI). This Certificate bridges the divide between solicitors and financial advisers, enabling those in financial services to work more effectively with other professionals
