Aeon Financial Services Limited

Independent Financial Adviser 135b Bawtry Road, Wickersley, Rotherham, South Yorkshire, S66 2BW
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
9th September 2019
AEON are Independent Financial Advisers providing impartial financial advice & wealth management services to individuals &
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
John Shaw BSc (Hons) Dip PFS
IFA
Andrew Hill APFS, Certs CII (MP&ER)
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Anthony R Long Hons Dip PFS
Director & Financial Planner
Garry Hughes
Financial Planner
Josephine Ogle
Financial planner
Simon frost
Financial Planner
Accreditations
Certified Financial Planner
adviser-person
Mark Barnard
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
Where to find us

135b Bawtry Road, Wickersley, Rotherham, South Yorkshire, S66 2BW

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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