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.

Independent Financial Adviser

Richard Say

t. 01709 730600

How would you describe your role within AEON?

I advise clients on a wide range of needs, from investments and pensions to mortgages and protection. My aim is to add value that benefits my clients, by improving their personal circumstances, advising them as I would my own friends and family. So if you are looking to buy or move house, invest for the future, or plan your retirement, these are just a few of the areas where I can help.

What qualifications do you hold?

I hold a diploma in Financial Services DipPFS, and a certificate in mortgage advice Cert CII(MP). I also have a degree from the University of Northampton in Sports Studies & Human Bioscience BSc(Hons).

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?

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!

Any of the Jack Reacher novels by Lee Child.

The Dark Knight or anything by Christopher Nolan .

Blackburn Rovers

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

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