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AEON Financial Services Ltd

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AEON Financial Services Ltd

Independent Financial Adviser
Advice Every One Needs

AEON is a firm of independent financial advisers based in Bramley,
Rotherham, South Yorkshire.

03/08/2026

Post 18 - A day in the life of…

A financial adviser

No two days are ever the same! While every client’s journey is different, a typical day might include:

📞 Meeting with clients to understand their goals, aspirations and answer their questions.
📈 Reviewing investments, pensions and financial plans to ensure they continue to meet clients’ needs.
📝 Working alongside our paraplanning team to research solutions and prepare personalised recommendations.
🤝 Liaising with providers, solicitors and accountants to help keep everything running smoothly.
📚 Completing Continuous Professional Development (CPD) to keep knowledge up to date and maintain the highest professional standards.
⚖️ Reviewing regulatory changes, including Consumer Duty, to ensure we’re delivering consistently good outcomes and putting our clients’ interests at the heart of everything we do.
💙 Helping clients navigate life’s biggest milestones – whether that’s buying a home, planning for retirement, protecting their family or leaving a legacy.

Being a financial adviser is about much more than giving advice. It’s about building long-term relationships, continually developing our knowledge and providing the support and guidance our clients need at every stage of life.

28/07/2026

Post 17 - A day in the life of…

Our paraplanners

A Day in the Life of a Paraplanner

Behind every piece of financial advice is a great deal of research, analysis and technical expertise – and that’s where our paraplanning team comes in.

Our paraplanners work closely with our advisers to turn ideas into clear, well-researched financial recommendations. Their day can include but is not limited to:

✔️ Researching investment, pension and protection solutions
✔️ Analysing clients’ existing arrangements
✔️ Preparing detailed suitability reports
✔️ Keeping up to date with legislation and industry changes
✔️ Liaising with providers to obtain information and resolve queries
✔️ Supporting advisers with complex financial planning cases

It’s a role that requires attention to detail, technical knowledge and a genuine passion for helping clients achieve their financial goals.

Whilst much of their work happens behind the scenes, our paraplanners are an essential part of delivering the high standard of service our clients receive and are a highly valued part of our organisation.

22/07/2026

Post 16 - A day in the life of….

Reception & Administration

Every great client experience starts long before an advice meeting takes place. Behind the scenes, our reception and administration team work together to keep everything running smoothly.

Reception ☕

The first friendly face many of our clients see is our reception team. Their day includes:
📞 Answering telephone calls and directing enquiries.
😊 Greeting clients and making them feel welcome.
☕ Preparing teas and coffees for clients and visitors.
✉️ Sending letters of authority to providers to obtain information about clients’ existing plans.
📬 Managing incoming and outgoing post.
📦 Helping to keep the office organised and ensuring everything is ready for the day ahead.

Administration 📋

Our administrators work behind the scenes to support our advisers and paraplanners by:
📄 Processing new business and preparing documentation.
🏦 Liaising with providers to progress applications and obtain information.
📁 Maintaining accurate client records.
💷 Processing fees and commissions.
🤝 Providing essential support that helps our advice process run efficiently.

Although much of their work happens behind the scenes, it plays a vital role in helping us deliver the service our clients have come to expect.

21/07/2026

Post 15 - Meet the Team - Our management team

As we conclude our Meet the Team series, we’d like to introduce the people who’ve helped lead AEON helping to lead AEON into the future.

Tony Long and Andy Hill not only help shape the strategic direction of the business as Directors, but also continue to do what they do best – providing trusted financial advice and building lasting relationships with clients. Alongside them, Office Manager Debbie Gregory oversees the day-to-day running of the business, ensuring everything behind the scenes operates smoothly and that our team has the support they need to deliver the highest standards of service.

Together, they combine decades of experience, leadership and dedication, helping to create a business that remains focused on its people, its clients and its values.

20/07/2026

Post 14 - Meet the Team – Our Financial Advisers

Our advisers each bring their own experience, knowledge and personality, but they all share the same commitment: putting clients first.

From first-time investors to those planning retirement or navigating later life, we’re here to provide independent advice, build lasting relationships and help our clients achieve their financial goals.

Thank you to all of our clients who have trusted us over the last 30 years.

17/07/2026

Post 13 - Meet the team - Our new advisers

One of the things we’re most proud of at AEON is developing talent from within.

Today, we’re delighted to introduce our newest Financial Advisers, Chris Hinde and Tom O’Reilly.

Both Chris and Tom began their journeys with AEON as paraplanners, building a strong technical foundation, developing their knowledge and working closely with our advisers to deliver the best outcomes for our clients.

Through hard work, dedication and continued professional development, they’ve now taken the next step in their careers and joined our team of Financial Advisers.

Having already gained a deep understanding of our clients, our values and the way we work, they’re perfectly placed to continue supporting clients with trusted, personal, financial advice.

14/07/2026

Post 12 - Meet the Team – Our Paraplanning Team

Behind every piece of tailored financial advice is a dedicated paraplanning team.

Working closely with our advisers, our paraplanners carry out in-depth research, prepare detailed reports and help ensure every recommendation is carefully considered and tailored to each client’s individual circumstances and goals. Their technical expertise, attention to detail and commitment to delivering high-quality work play a vital role in helping our clients achieve their financial goals.

Our paraplanning team is made up of Helen Baxter, Tom Graham, Charlotte Hill, Rachael Organ and Chris Mulholland. Together, they bring a wealth of knowledge and experience, supporting our advisers and helping to ensure every recommendation is backed by thorough research and careful planning.

Whether supporting behind the scenes or assisting clients, our paraplanning team plays an essential part in delivering the high standard of advice our clients have come to expect.

08/07/2026

Post 11 - Meet the Team – Our Administration Team

Behind every piece of financial advice is a dedicated administration team helping to keep everything running smoothly.

Donna is the friendly face that welcomes clients to AEON and the reassuring voice you’ll often hear when you call us. As the first point of contact for many of our clients, she helps ensure everyone receives a warm, professional welcome from the moment they get in touch.

Behind the scenes, Jodie and Lisa each play an important role in supporting both our clients and advisers. As well as supporting our advisers and liaising with providers, Jodie also oversees our commission and fee processes, helping to ensure everything runs accurately and efficiently. Lisa has been with AEON for over 20 years and provides invaluable knowledge, experience and support to both colleagues and clients alike.

Whether they’re welcoming clients, managing vital processes or working tirelessly behind the scenes, our administration team plays a key role in delivering the high standard of service our clients know and trust. We simply couldn’t do what we do without them.

07/07/2026

Post 10 - lessons we’ve learned over the last 30 years.

Three decades in business has taught us that while the world of financial advice is constantly changing, some things never go out of style.

Here are a few lessons we’ve learned along the way:

• Financial advice is about far more than products. It’s about understanding people’s goals, building lasting relationships and providing advice that fits their whole financial picture.
• Trust is essential. Financial advice is deeply personal, and the strongest client relationships are built on honesty, openness and trust.
• Listening is just as important as giving advice.
• Communication is everything. So many frustrations can be avoided by keeping people informed, setting clear expectations and having honest conversations.
• Markets rise and fall, but a long-term plan is invaluable.
• Technology changes how we work, not why we do it.
• Every challenge brings an opportunity to learn and improve.
• Looking after our team helps us look after our clients.
• Success isn’t measured by how many clients you have, but by the relationships you build.

As we celebrate 30 years, we’re incredibly grateful to everyone who has been part of our journey—our clients, colleagues, business partners and community.

02/07/2026

Post 9.

After building our brand new office space to accommodate a growing team, we’d barely had chance to settle into our new office when the world changed. Just months after moving into our purpose-built home, the COVID-19 pandemic brought the country to a standstill.

Like so many businesses, we had to adapt quickly. For a while, our brand-new office felt incredibly empty, with just two familiar faces – Charlotte and Andy, who were in the same household bubble – keeping things running from the office while the rest of the team worked remotely. Charlotte took control of the meeting room as her new ‘office’ and was able to communicate remotely with other members of the team. Advisers started coming to terms with the world of Zoom and Teams for client meetings and we all gradually adapted to a new ‘normal’. Eventually we all slowly started coming back into the office in limited numbers and the office space started getting some well needed use again!

It wasn’t how we’d imagined starting this exciting new chapter and there were many challenging times to endure, decisions to be made and lateral flow tests to be performed! It did however reinforce something that’s always been important to us: supporting one another and continuing to be there for our clients, whatever the circumstances. We were incredibly grateful for the trust our clients placed in us during such an uncertain time, and we’re proud that, together, we came through it stronger than ever.

Address

AEON Court
Rotherham
S662SE

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441709730600

Website

http://www.aeon-ifa.co.uk/

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