Business Details
30 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1996, AEON has built a reputation as a trusted provider of independent financial advice. Our team combines over 180 years of collective experience to deliver holistic solutions tailored to both personal and corporate clients. We prioritise client understanding, simplifying complex financial products while maintaining a personable, client-centred approach. Our advisers are committed to developing long-term relationships, addressing both immediate needs and future planning. We operate with transparency, ensuring clients receive impartial guidance aligned with their unique circumstances.Our focus extends beyond transactions, aiming to identify and resolve financial challenges clients may not even recognise. With a multidisciplinary team, we cover protection, pensions, investments, and estate planning comprehensively. Our proactive approach ensures clients are prepared for life's uncertainties, from illness to retirement. We measure success through client satisfaction and the enduring trust placed in our services. This commitment to excellence has made us a preferred choice for individuals and businesses seeking reliable financial stewardship.
Services
Mortgage Advice
Life Cover
Pension Planning
Investment Planning
Equity Release
Details
- Year established: 1996
Highlights and features
- We have over 180 years of combined experience between our advisers
- We provide truly holistic advice covering all aspects of financial planning
- Our team develops long-lasting business relationships focused on client well-being
- We identify and resolve financial problems clients were unaware existed
- We offer free initial consultations with no obligation
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Fantastic throughout the entire process
Highly recommended
Professionalism throughout
Thorough and caring approach
Excellent service
Services
Mortgage Advice
Our mortgage specialists provide comprehensive guidance on residential and buy-to-let mortgages, including re-mortgaging and right-to-buy schemes. We help clients navigate the complexities of property financing while considering their broader financial objectives. Our advisers ensure clients secure the most suitable mortgage solutions for their specific circumstances.
Pension Planning
We offer expert guidance on all pension types, including SIPPs, SSAS, and final salary schemes. Our approach focuses on creating sustainable retirement income strategies while optimising tax efficiency. We help clients understand their options and make informed decisions about their future financial security.
Investment Planning
Our investment specialists provide tailored portfolio management solutions across various asset classes. We help clients achieve their financial goals through strategic asset allocation while considering their risk tolerance and investment horizon. Our approach balances growth potential with capital preservation.
Life Protection
We offer comprehensive protection solutions including life cover, critical illness, and income protection. Our advisers help clients safeguard their financial future against unforeseen circumstances. We ensure appropriate coverage levels while integrating protection into clients' overall financial plans.
Estate Planning
Our specialists provide strategic advice on wealth transfer, wills, and tax-efficient planning. We help clients protect their assets for future generations while minimising inheritance tax liabilities. Our approach considers both legal and financial aspects of estate management.
People
Tony Long
Principal And Managing Director
With extensive leadership experience, Tony oversees AEON's strategic direction while maintaining a hands-on approach to client service. He ensures the firm maintains its core values of integrity and client-centred advice.
Simon Frost
Independent Financial Adviser
Simon provides expert financial advice with a focus on pensions and investments. Known for his clear explanations and professional approach, he helps clients navigate complex financial decisions with confidence and understanding.
Josephine Ogle
Independent Financial Adviser
Josephine specialises in personal financial planning, particularly in housing-related matters. Her clients appreciate her dedication, thoroughness, and ability to provide tailored solutions that address their specific needs and circumstances.
Chris Hinde
Paraplanner
Chris supports advisers with detailed research and report preparation. Recognised for his attention to detail and exceptional client service, he plays a crucial role in ensuring accurate and comprehensive financial solutions for clients.
Andy Hill
Director
As a director, Andy contributes to AEON's strategic development while maintaining active client relationships. He brings significant industry expertise to the management team, focusing on maintaining the firm's high service standards.
Questions
What financial services does AEON offer?
We provide comprehensive financial advice including mortgages, pensions, investments, protection, estate planning, and equity release solutions tailored to individual and corporate needs.
How much does financial advice cost?
We offer free initial consultations. Our fees are transparent and discussed upfront, ensuring you understand the value of our services before proceeding with any advice.
Are your advisers qualified?
All our advisers are highly qualified professionals with extensive experience, supported by a team of specialists ensuring you receive expert, comprehensive financial guidance.
Do you work with clients outside the UK?
While our services primarily target UK residents, we can provide advice to international clients considering their specific circumstances and regulatory requirements.
How do I schedule a consultation?
Contact us via phone or email to arrange a free initial consultation at our Bramley office, your home, or virtually, whichever suits your preferences best.
