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AEON is an established firm of independent financial advisers that has been trading since 1996. We provide truly holistic advice covering all aspects of your financial planning both on a personal and corporate basis.

Friendly, impartial, client centred, and caring are all comments our clients associate with the AEON experience. We aim to take the hassle out of the complexity of financial products and paperwork and place client understanding at the top of our agenda.

AEON is large enough to matter but small enough to care and we have a genuine interest and desire to help all of our clients, whatever their needs and circumstances.

  • Points Section
    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      We have more than 180 years of experience between our advisers.

    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      The best client outcome is paramount to our advice process and we identify how we can best meet the objectives you are seeking to achieve.

    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      A client’s well-being is at the heart of AEON’s philosophy and frequently we develop long lasting business relationships.

    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      We frequently identify problems that clients were unaware existed and create solutions to them.

    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      We consider all aspects of financial advice, from the building blocks of protection through to pensions investments and estate planning.

    • Looking for impartial financial advice tailored to suit your personal or business circumstances? Based in Rotherham, AEON Financial Services has over 15 years of experience providing quality wealth management services for individuals, plus a full range of financial services for organisations.

      We listen, we care, we strive to take your financial worries away.

WHY
take advice

WHYtake advice

“1 in 3 people who take financial decisions without independent advice, later regret them. A third of those who purchased or arranged a financial product themselves have later regretted the decision.” *

* Source – unbiased.co.uk

WHAT
we do

WHATwe do

We provide a fully independent financial advice service. Our objective is to ensure your loved ones are fully protected in the event of your death or illness, that you build up sufficient savings and pension assets to ensure you can enjoy a comfortable retirement at any age of your choice and that your assets pass in the most tax efficient way to your family on your death.

HOW
we do it

HOWwe do it

The first step is to arrange a free no obligation meeting! We will discuss your concerns, find out about your current situation and agree how we can best help. If another meeting is appropriate we will confirm the fees that will be payable and the action that needs to be taken.

We offer free initial consultations!
You have nothing to lose and everything to gain!

CONTACT US

Our Blog

The first-time buyers guide to buying a house

The first-time buyers guide to buying a house

Buying a house can be a daunting process; it is likely to be the most expensive purchase you will ever make, and decisions can be full of ifs, buts and maybes.

Read more

Ten Tips for Financial Success

Ten Tips for Financial Success

Josephine Ogle from AEON Financial Services gives us her Ten Tips for Financial Success.

Read more

  • “Josephine has been fantastic throughout the entire process and will be highly recommended by us for anyone requiring anything personal/housing related. We realise you must have put in a lot of work above and beyond office hours as well, and we are extremely grateful for this. We couldn’t have asked for a better adviser!”


    Mark & Helen Roddison

  • “Josephine, just a very quick email to thank you for your help in dealing with the equity release against my house, for providing guidance and asking all the pertinent questions and answering my questions succinctly. Very much appreciated.”


    Anon

  • “I have finally made a decision regarding my pension. After an awful amount of careful thought and consideration I have now decided the right option for me. Going through the process has enabled me to come to an informed decision; one that I can live with in the longer term. I would like to thank you and your team for your professionalism throughout the process.”


    Neil Bennett

  • “I have known Simon for many years in a professional capacity and have referred many clients to him for financial advice. I have found him to be a good listener, and easy to talk to. He has integrity, a caring attitude, as well as being thoroughly knowledgeable on the financial planning advice.”


    Sarah Slack, Ellis-Fermor & Negus

  • “I have now sought financial and investment advice from Simon over a significant number of matters, both my own and those of clients. On every occasion I have been really impressed at his professionalism, clear explanations and straightforward approach to every situation with which he has been presented.”


    Duncan Lyon, Ellis-Fermor & Negus