Richard Say


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.

Trainee Financial Adviser

Richard Say

t. 01709 730600

How would you describe your role within AEON?

I am a Financial Adviser in training and I am learning the ropes working as a paraplanner for the current advisers, whilst completing my financial diploma through the CII.

What qualifications do you hold?

I hold a degree from the University of Northampton in Sports Studies & Human Bioscience. I am part way through fully qualifying as a Financial Adviser but can advise on mortgages and protection in the mean time. 

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

If at first you don’t succeed, skydiving isn’t for you. / Arte Et Labore – By skill and hardwork.

What interests do you have?

A complete film fanatic and also a keen sportsman, with hockey as my main vice but I will happily throw my hands at any sport!

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

Holiday
I was very lucky to spend my honeymoon travelling to Bangkok and Bali which was incredibly beautiful, but give me a skiing holiday, or a week in Centre Parcs any day!

Book
Any of the Jack Reacher novels by Lee Child.

Film
The Dark Knight or anything by Christopher Nolan .

Sports 
Blackburn Rovers

Board Game
Articulate is a firm favourite but you can’t beat a game of Charades.