Aeon Financial Services Limited

Independent Financial Adviser  AEON Court, 108 Main Street, Wickersley, South yorkshire, S66 2BW
First meeting at adviser's own cost
AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Garry Hughes
Financial Planner
Simon frost
Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
Josephine Ogle
Financial planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mark Barnard

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Anthony R Long Hons Dip PFS
Director & Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Andrew Hill APFS, Certs CII (MP&ER)
Director & Chartered Financial Planner

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
John Shaw BSc (Hons) Dip PFS
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

What our clients say
I asked AEON to advise me with my mortgage application after my brothers recommendation and they have been fantastic. Due to my financial arrangements being slightly out of the ordinary – a family farm, they had a task on their hands to find the right mortgage for myself. They took the time to come to the other side of Retford to meet me during the hectic harvest period and so I am very grateful for this.
Henry Ogle, Retford
Garry Hughes has been our financial advisor for many years. He has the ability to understand our financial situation and advise accordingly in simple terms without all the jargon. He has often gone the extra mile to ensure that all information is understood to enable a secure financial situation for the whole family and our business.– Dianne Jouan
Dianne Jouan, Sheffield
Andrew Woolhouse helped me and my family out with pensions and insurance advice in late 2010. He has extremely strong technical knowledge twinned with an easy to understand presentation style.
Alex Baker, Rotherham
I have known Tony Long and his team for many years, in both a business and personal capacity. They have provided a consistently reliable and practical service, and are a pleasure to deal with.
Clive Lakin, Sheffield
Steve came to see my husband and I and thoroughly understood our circumstances and gave us fantastic advice… I would recommend Steve and AEON to business colleagues and personal friends.
Emma Benton, South Yorkshire
About us

AEON Financial Services offers bespoke financial planning advice to individual and business clients. Our objective is to protect our clients' existing assets and lifestyle and to maximise the effectiveness of those assets to enable them to enhance their future wealth and security. The team's combined specialisms mean that the firm can offer strong technical expertise in all fields of financial advice. We provide ourselves on providing a quality, first class service.

Our services

We provide 'Advice Every One Needs'. We are constantly enhancing the service we provide to our clients and offer fair value for money for our advice. Our most recent service that we added is Charter PLUS which provides a fixed price, on-going service proposition which may significantly reduce the charges levied on your existing and new contracts. We believe in eliminating 'jargon' and demonstrating a caring attitude to advice that leads to long lasting relationships.

Where to find us
Head office address: AEON Court, 108 Main Street, Bramley, Rotherham, South Yorkshire, S66 2SE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 29th June 2020

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