Josephine Ogle

Josephine Ogle

Financial Planner

Josephine is an Independent Financial Adviser who works for AEON Financial Services.

AEON has been established for 20 years and are a firm of chartered financial planners who provide ‘Advice Everyone Needs.’

Tel: 01709 730600/07741 276922

Email

Josephine is an Independent Financial Adviser who works for AEON Financial Services.

AEON has been established for 20 years and are a firm of chartered financial planners who provide ‘Advice Everyone Needs.’

Josephine works with both individuals and small businesses and advises on a multitude of financial matters including individual insurance policies, pensions, investments and employee benefits as well as many other areas. All initial reviews bear no cost nor obligation with the main purpose to get to know the individual or business and assess whether there are any areas that Josephine can assist with. Whilst the office is based in Wickersley, Rotherham, Josephine works all over Yorkshire, Nottinghamshire and sometimes further afield.

“It is really easy to neglect your financial affairs as we are so busy with our day to day lives. It is really important every so often just to take the time to sit down and look at any policies that you already have; whether it be a mortgage, an old insurance policy or a pension from an old workplace. If you haven’t looked at these for more than a couple of years then it is likely that a more competitive product may be available or that funds may need changing. If you think about your financial situation like you would a car, you wouldn’t just buy a car then drive it for 10 years without ever taking it for an MOT or a service, if you did that you would expect the car to become inefficient and probably breakdown.  It’s the same with your financial affairs; in order to have them work for you they need a regular service!”

Find out more at www.aeon-ifa.co.uk

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