3 Best Financial Services in Rotherham

“AEON Financial Services Ltd is an independent financial planner based in Rotherham, led by Tony Long, the principal and managing director. As independent financial advisers, the AEON Financial Services Ltd team can offer unbiased advice on products from all providers. They utilize advanced computer software to research, compare, and source the most suitable products for your current needs and circumstances. Clients often associate AEON with friendliness, impartiality, and a client-centered approach. The firm aims to simplify the complexities of financial products and paperwork, prioritizing client understanding. With over 180 years of combined experience, their advisers frequently identify issues clients may not have been aware of and develop tailored solutions. They listen, care, and are dedicated to alleviating your financial concerns.”

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“Hawley & Wood Independent Financial Advisers is one of the leading financial planning firms in Rotherham. They offer independent financial advice to individuals and businesses specifically designed around their individual circumstances. Established in 1998, they utilize a specialist investment house to help manage their clients' money. They can also supply software to help companies manage the new compulsory NEST company pension schemes. Their focus is to offer a long-term financial planning partnership with their clients; they pride themselves on the high level of client service they provide. Their specialist areas include company pension schemes and bespoke investment solutions. They will help you review your existing financial situation and reach a representative assessment of your likely needs. Depending on your instructions, they will then perform a 'needs analysis' based on your current situation and take a view of any plans or goals you may have. They will advise you on anything from a short-term financial strategy to a lifetime financial plan, followed by regular reviews.”

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“Homeworks Financial Services is a top-notch financial planner in Rotherham. The company was established in 2004 by Stephen Henry Surtees, DipFA, to provide clients with first-class, friendly, and professional service. They operate from custom-designed offices in Rotherham, South Yorkshire, which are easily accessible and offer ample customer parking. The business has grown through personal recommendations and professional referrals. They remain committed to working closely with clients to understand their goals and develop tailored financial planning. They are pleased to have hundreds of clients who benefit from their wealth of experience in pensions, investments, protection, and mortgages. They believe their regular reviews and contact approach help clients achieve their financial goals. The team at Homeworks Financial Services takes pride in supporting the community through initiatives like the Openwork Foundation, which helps underprivileged children, and by sponsoring the local rugby club.”

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