Rachael Organ

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

Rachael Organ

t. 01709 730600

How would you describe your role within AEON?

I work within the paraplanning team at AEON supporting both John Shaw and Josephine Ogle. My main duties involve preparing files for client reviews, researching funds and products and generally maintaining client’s records.

What qualifications do you hold?

An HND in Business Management, I have recently returned to financial services so qualifications relevant to my job are something I am starting to explore.

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

I have two; whenever you meet anybody, look for something nice to say about them and be kind. The second is to never to look back in regret but to move on to the next thing. A setback is never a bad experience, just another one of life’s lessons.

What interests do you have?

Reading and walking with my dog Mario, I am currently due to participate in the Three Peaks challenge. I’m also a season ticket holder at Rotherham Utd… U.T.M!

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

Holiday
Cruising in America.

Book
‘Archers Voice’ by Mia Sheridan.

Film
It’s a Wonderful Life.