Charlotte Hill

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.

Paraplanner

Charlotte Hill

t. 01709 730600

How would you describe your role within AEON?

I work alongside the paraplanning team conducting quality fund analysis and research to arrive the most suitable outcome for both new and existing clients.

What qualifications do you hold?

I hold a certificate in Financial Services, Regulation and Ethics (CF1). I am studying towards CII Diploma in Regulated Financial Planning (DipPFS)

What is the most valuable piece of advice you have been given?

Believe and you will achieve.

What interests do you have?

I enjoy going on long walks, exploring new places and trying new foods

What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?

Holiday
St Tropez, Carbis Bay and Skiing anywhere!

Book
The Tattooist of Auschwitz and Sapiens 

Film
Notting Hill and The Holiday

Sports
I enjoy all sports however I love football

Need help from our team?