Tom O’Reilly

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.

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Tom O’Reilly

t. 01709 730600

How would you describe your role within AEON?

I work alongside AEON advisers, Garry, Simon and Tony, researching investment, pension and protection contracts, undertaking fund analysis and preparing reports and recommendation letters for both new and existing clients.

What qualifications do you hold?

Business & Economics BA (Hons). Studying towards CII Diploma in Regulated Financial Planning (DipPFS).

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

Always borrow money from pessimists – they don’t expect it back!

What interests do you have?

Mixed Martial Arts, Brazilian Jiu-Jitsu, Boxing and Houseplants.

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

Holiday
Travelling around Laos, Thailand, Vietnam and Cambodia.

Books
Non-fiction: ‘How to Win Friends & Influence People’ by Dale Carnegie and Fiction: ‘Ready Player One’ – by Ernest Cline.

Board Game
Don’t have one but like playing cards – mainly Poker.

Film
Stepbrothers, Gladiator or Braveheart.

Sport
Mixed Martial Arts

Sports Team
Liverpool Football Club