At AEON, we recognise that each of our client’s circumstances is unique and we appreciate the importance of investing for the future. Finding the right investment for you can seem daunting. We go to great lengths to understand your financial needs and attitude to risk, so that we are able to find the right balance of investments to suit your individual situation and your requirements.


At your first meeting with AEON, you’ll be asked a range of questions which will establish your personal investment objectives and expectations. A wide range of factors will be discussed including the following:

  • Are you looking for income or capital growth? What is your time frame for investment?
  • How much risk are you willing to take and will your needs change in the future?
  • Do you have sufficient money set aside as a cash reserve for emergencies?
  • Have you considered the tax implications of your investments so that your arrangements can be as tax efficient as possible? Tax free income and growth is not limited to your ISAs!

The answers to these questions will be used to create your financial plan. There is certainly a lot to think about, but at AEON we have the expertise to offer you specifically tailored guidance so that your financial goals are likely to be achieved.

Please contact us if you’d like to arrange a free, no obligation meeting with a member of our financial planning team.