AEON Financial Services Ltd

AEON Financial Services Ltd has been advising clients for over 15 years and provides ‘Advice Every One Needs’. We are constantly seeking to improve the way in which we work to enhance the service we provide to our clients and to offer fair value for money for our advice. Most recently we have introduced a new service, Charter PLUS, providing a fixed price, on-going service proposition which may significantly reduce the charges levied on your existing and new contracts. Our core values are: To work with our clients so that we have a common vision for future ambitions and goals To be open minded and creative in the solutions we devise To care for our clients and demonstrate a high level of diligence To engage with other professionals, when appropriate, to ensure that we create a comprehensive and thorough financial solution To liaise, as necessary, with our clients’ existing accountants, solicitors and other advisers To share our ideas and work as a team combining our intellectual capacity for the benefit of the client To ensure that our consultants and administration staff continue to study and enhance their knowledge base and technical skills. While we act overall as general practitioners, over the years we have developed a team of advisers with specialist knowledge. This means that many of our clients are able to work with more than one of our advisers and benefit accordingly. In particular we provide the following specialist advice: The establishment and ongoing management and suitability of employee benefit schemes Pre-retirement planning Post-retirement planning Occupational pension schemes Pension sharing on divorce Estate and trust planning and inheritance tax mitigation Wealth management including the review of existing and new investment portfolios Commercial and general insurance Long term care planning Mortgages and commercial property purchase Equity release Corporate protection including key person insurance and shareholder/partnership arrangements. As Independent Financial Advisers we are able to select the most appropriate products from the market and offer advice that is tailor-made to suit your current needs and circumstances. Each client is considered as an individual and we do not provide off-the-shelf solutions.

Address: 135B Bawtry Road, Wickersley, Rotherham, South Yorkshire S66 2BW, United Kingdom

Phone: +44 1709 730 600
FAX: +44 1709 730 606