AEON Finanical Services
AEON Finanical Services

Josh Gaffney

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

t. 01709 730600

How would you describe your role within AEON?

I have recently left the armed forces and am aiming to have a new career within financial services, to which I am currently working towards completing my exams to be a qualified adviser. I have been employed as a trainee paraplanner which involves protection, retirement, investments and savings planning for our clients. 

What qualifications do you hold?

I am currently working towards my CeMAP and CertPro

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

Poor preparation prepares for poor performance

What interests do you have?

Going on long walks in the Peak district with my dog, partner and daughter

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

Holiday

Turkey 

Book

13 Hours in Benghazi

Board Game

Guess Who

Film

Armageddon

Need help from our team?