As Independent Financial Advisers we are well equipped to help everyone with their financial arrangements. The first time anyone contacts us we arrange to meet them for an initial discussion to find out as much as we can about their circumstances, aspirations and objectives and their existing arrangements. This meeting is at our expense and without obligation.

How We Can Help

AEON, as a financial Adviser, is free to advise you on financial products from a wide range of different providers. We use sophisticated computer software to research, compare and source the most suitable product available to suit a client’s current needs and circumstances. Therefore, we are able to make arrangements with the aim of maximising the benefits to our clients.

A chart showing AEON's advice process for new clients

Our primary focus is the provision of ongoing financial advice and regular reviews for our clients.  We have a service plan available to all clients via the AEON Charter which provides ongoing client reviews. Depending on the scheme selected, this can be either half-yearly, every year or every two years. In addition members receive discounted investment charges and specialist financial advice when required.

To find out how you could benefit from AEON’s financial planning services, contact us to arrange an initial, no obligation meeting with one of our advisers.