Jodie Sutherland

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.

Accounts & Senior Administrator

Jodie Sutherland

t. 01709 730600

How would you describe your role within AEON?

I work within the admin team and the accounts department at AEON

I provide support to advisers and paraplanners. This involves processing applications on behalf of clients to liaising with providers to ensure everything runs smoothly and the client’s policies are properly administered.

Within the accounts department I ensure client records are maintained for accountability purposes.

What qualifications do you have?

FPC1

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

Always look forward, never back.

What interests do you have?

Gardening, spending time with family, strategy Board Games, watching ice hockey.

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

Holiday
Florida.

Board Game
We have a collection of 119 so I couldn’t possibly choose just 1!!

Sports team
Dedicated Sheffield Steelers Fan.

Film
Grease.