AEON’s website has been designed to be as informative and helpful as possible to assist you with your financial planning. However, it should not be used in lieu of taking specific advice. Please read our full disclaimer below for more detail. It is also important that you read our privacy statement to familiarise yourself with our policy on personal data before filling in an enquiry form or emailing us.


Disclaimer & Privacy

This website is designed to provide you with general information only and does not provide advice or recommendation on any particular investment. If you have any doubt as to whether an investment is suitable for you, you should contact AEON Financial Services Ltd for advice.

Privacy Statement

INFORMATION HELD ABOUT YOU

Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss however caused by your use of these linked sites.

These terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.

The majority of this site may be accessed without you having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess the suitability for particular products and services for your needs. If you wish us to provide advice you can telephone us to arrange a meeting or complete an enquiry form to provide us with basic personal and contact details.

You can read our cookie policy here.

By providing us with your personal data:

  • You agree that the information we hold about you can be held on computer (whether local or web-based) and/or paper files.
  • Where stored on our secure web server, we undertake to password protect your data.   We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure
  • You agree that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services, which may be of benefit to you or comments and news features which may be of interest to you.
  • In accordance with the Privacy and Electronic Communications Regulations 2003 we agree that any consent given by you may be withdrawn at any time by contacting us by email or in writing at:

AEON Financial Services Ltd

135B Bawtry Road
Wickersley
Rotherham
S66 2BW

T: 01709 730600

E: enquiries@aeon-ifa.co.uk