Whatever financial expertise you require, it is helpful to know what to expect at every stage. The AEON Charter is a membership arrangement designed to meet the needs of private or corporate clients who require financial advice on an ongoing basis. For a monthly or annual fee, members receive regular pension and investment reviews, a discount on investment charges and specialist financial advice, all without obligation.


The AEON Charter

There may be occasions when you feel reluctant to approach your adviser because you don’t want to purchase a product; conversely you may feel under pressure to buy a product when you have sought advice. Neither of these scenarios is desirable. Joining AEON’s Charter should ensure that no such obligations or concerns ever arise in the future.

The AEON Service Charter is a membership arrangement designed to meet the needs of private or corporate clients who require financial advice on an ongoing basis. For a monthly or annual fee, members receive regular pension and investment reviews at an agreed frequency.

Our service proposition answers many objections and issues that many people have previously experienced with financial advisers, such as:

  • They sell you products and you never see them again
  • Your adviser is only interested when you wish to purchase a product
  • When you have a question you discover your adviser has left the company and nobody knows who you are
  • When you telephone a financial company you are connected to a call centre and faced with incomprehensible menu options
  • You are concerned that you are exposed to inappropriate levels of risk, especially when regular reviews do not take place and when markets are falling.

AEON Charter is designed to mirror your needs, irrespective of whether you are a private or a corporate client.


*Under our ‘no service option’ scheme, a non-refundable research fee is payable in advance to establish whether it is practical and advisable to change any existing contract. The cost of this research is included within the ‘trail buster calculator’.