aeon financial services limited

AEON Financial Services

AEON is an established firm of independent financial advisers that has been trading since 1996. Discover how we helped empower their team through technology.

“Initially I had various concerns which included possible disruption/loss of productivity that may have occurred during the planned changes, loss of client data, would response times be as promised, and whether the change to a cloud-based system would actually deliver significant operational improvements.

I was very pleased with the way the actual handover took place and the response times to issues as they arose. I was also impressed with how the team understood our needs; they were clearly less bespoke than we thought! I was also really pleased with the allocation of an account manager who has been a great help and is very proactive in her approach.

AAG is a very professional organisation and the team are always prepared to invest time to better understand our needs and concerns. They have been proactive in seeking feedback about how we feel our needs are being met and respond quickly if there are areas of concern. Technically they seem very astute and creative in the solutions they recommend. We would happily recommend AAG as a true IT partner.”

Andrew Hill

Director & Chartered Financial Planner at AEON Financial Services