About Us
AEON Financial Services Ltd has been advising clients for over 12 years and provides “Advice EveryOne Needs”, offering unbiased independent financial advice to clients located throughout Yorkshire, Derbyshire and Nottinghamshire. However, we do have clients scattered throughout the UK and welcome all enquiries from any geographical location. We continue to provide ongoing advice and service to clients who have moved away from our immediate locality.
AEON is committed to giving a personal, quality and bespoke advisory service. We provide ongoing cost effective financial solutions to both businesses and individuals with a focus on highest level of service.
Our Core Values are:
- To work together with our clients with a common vision for their future ambitions and dreams
- To be open minded and creative in the solutions we create
- To care for our clients and demonstrate a high level of diligence
- To engage with other professionals, when appropriate, to ensure we create a comprehensive and thorough financial solution
- To liaise, as needed, with your existing accountants, solicitors and other advisers
- To build a successful and profitable business for the future benefit of our clients
- To only engage new advisers who we would happily introduce to our best client
- For our staff and advisers to work for our clients and with the company, rather than for the company
- To make time for our staff
- To share our ideas and work as a team combining our intellectual capacity for the benefit of our clients
- For our consultants to continue to study and enhance their knowledge base
Over the years we have developed various areas of specialism and, whilst we act overall as general practitioners, we provide specialised expert advice from our team of seven advisers. Many of our clients now deal with more than one of our advisers so that they can benefit from the advice of the most appropriate individual. In particular we have access to specialist advice for:
- Small to medium sized businesses
- The establishment and ongoing suitability of employee benefits, including the provision of private medical cover
- Pre and post retirement planning, including advice on occupational schemes
- Pension sharing on divorce
- Estate planning and inheritance tax mitigation
- Investment advice, including the review of existing and new investment portfolios
- Trust planning
As independent financial advisers we are able to select the most appropriate products from any company in the market and offer advice tailor-made to suit your own current needs and circumstances. Each client is considered as an individual and we do not provide off-the-shelf solutions.
We are remunerated by way of a combination of fees and commissions, depending on each client’s individual preferences. For new clients there are no obligation or cost implications for an initial meeting and discussion.