Aeon Financial Services Ltd

AEON is a well-established firm of independent financial advisers that has been providing expert financial advice since 1996. Our firm is built on the principles of providing friendly, impartial, and client-centered advice, with a genuine interest and desire to help all of our clients, whatever their needs and circumstances. We take pride in our ability to simplify the complexity of financial products and paperwork, and we strive to place client understanding at the top of our agenda.

Our team of experienced advisers has over 180 years of combined experience in the financial services industry. We are large enough to matter but small enough to care, and we are committed to providing the best client outcome in our advice process. We aim to identify how we can best meet the objectives you are seeking to achieve and consider all aspects of financial advice, from the building blocks of protection through to pensions, investments, and estate planning. We listen, we care, and we strive to take your financial worries away.

Why Take Advice

It is essential to seek independent financial advice before making any significant financial decisions. According to unbiased.co.uk, 1 in 3 people who take financial decisions without independent advice later regret them. A third of those who purchased or arranged a financial product themselves have later regretted the decision. At AEON, we provide a fully independent financial advice service, and our objective is to ensure that your loved ones are fully protected in the event of your death or illness, that you build up sufficient savings and pension assets to ensure you can enjoy a comfortable retirement at any age of your choice, and that your assets pass in the most tax-efficient way to your family on your death.

How We Do It

The first step in our process is to arrange a free no-obligation meeting. We will discuss your concerns, find out about your current situation, and agree on how we can best help. If another meeting is appropriate, we will confirm the fees that will be payable and the action that needs to be taken. At AEON, we offer free initial consultations, and we believe that you have nothing to lose and everything to gain by contacting us today.