James Delaney

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

James Delaney

t. 01709 730600

How would you describe your role within AEON?

I am training to become a financial adviser and am currently working as a paraplanner for the other advisers.

What qualifications do you hold?

I currently hold the R01 and R05 sections of the CII Diploma in Regulated Financial Planning.

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

“Prepare for the worst, hope for the best”

What interests do you have?

My primary interest is in games, both digital and tabletop, I enjoy the challenge they present, as well as the social interaction it allows with my friends.

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

Holiday
My Skiing holiday to Canada in 2017 with my family.

Book
‘Dune’ by Frank Herbert

Film
The Lard of the Rings Trilogy is my all-time favourite film series but I can’t pick between the three.

Sport
I’ve never been a huge fan of sports, but I do enjoy going to the gym.

Sport Team
Sheffield United F.C.