At AEON, we believe that independent financial advice should be straightforward. It will be when you have an adviser who understands that listening to your needs and suggesting appropriate solutions is the best approach. Whether you’re looking for a mortgage or need a financial solution for your business, one of AEON’s team of Independent Financial Advisers will be just right for you.


Our Advisers

John Shaw – IFA

Jon ShawJohn joined AEON in April 2009.

Areas Of Expertise:

  • Mortgages and protection
  • Holistic financial planning
  • Pensions and investments
  • Financial advice on matrimonial and divorce issues.

Qualifications

Bsc (Hons), Dip PFS, CeMap

Financial Background

John began his career with Legal & General in 1985. In October 2000 he became an Independent Financial Adviser and director of John Shaw Financial Services Ltd advising clients throughout South Yorkshire.

 


Garry HughesGarry Hughes

Garry joined AEON in October 2012.

Areas Of Expertise:

  • Key person
  • Share protection
  • Pre-and post-retirement planning
  • Investments and estate planning.

Qualifications

MIFS, DipFA

Financial Background

Garry started his career in financial services with Scottish Provident in 1983 in Liverpool and was appointed Assistant Manager at Scottish Provident in Sheffield in 1988. He left in July 2003 to work as a self employed Independent Financial Adviser.


Simon Frost

Simon joined AEON in September 2013.IMG_0468

Areas Of Expertise:

  • Pre and Post Retirement advice
  • Investment and Pension planning
  • Business Owners
  • All encompassing financial planning
  • Financial Planning for Trustees

Qualifications

Certified Financial PlannerTM DipPFS

Chartered Wealth ManagerTM

Chartered MCSI member of the Chartered Institute for Securities and Investment

Financial Background

Simon has been working in Financial Services since 2000, he is a Certified Financial PlannerTM, of which there around 1,000 in the UK. Simon provides an all encompassing services to his clients in a manner which they understand.

 


Josephine Ogle

Josephine joined AEON as a member of the support staff in December 2010; whilst working as a Para-Planner within the company she studied for her Diploma in Regulated Financial Planning  and qualified and began advising  in August 2013.

Areas Of Expertise:

 

Holistic Financial Planning

Pre and Post Retirement advice

Investment and Pension planning

Personal Protection

Mortgages

Qualifications

DipFA, Certificate in Mortgage Advice

Financial Background

Josephine has been working in Financial Services since 2010 as both an Advice Researcher and a Financial Planner.

 


 

Darren Wagstaff Darren

Qualifications

Cert CII – Insurance Intermediary

The Financial Planning Certificate (FPC), Certificate in Mortgage Advice and Practice (CeMAP), Certificate in Regulated General Insurance (CeRGI), Certificate In Insurance (Cert CII)

Darren joined AEON in June 2011.

Areas Of Expertise:

  • All types of Commercial Insurance
  • Employee Benefit Schemes
  • Financial Protection for business owners and key staff
  • High Value/Non standard Property Cover

Financial Background

Darren started his insurance industry career back in 1992 with Alliance Insurance Brokers.  He has a wealth of experience providing advice to business owners in South Yorkshire and beyond.