Creating Wealth

Learn More

Here for the Long Term

Ae Financial Services is an established Independent Financial Advisory firm that focus on the goals that are important to you, by treating your situation individually and always with the long-term in mind.

Our in-house investment management service enables us to create and monitor portfolios bespoke to your needs. We also welcome working alongside other professionals such as solicitors, accountants and stockbrokers in order to provide you with the most appropriate investment solution that meet your needs.

Our clients continue to endorse the Ae investment philosophy, which has been developed over many years, as they ask us to manage increasing amounts of their assets. We want to offer you the same opportunity of working together to face the changing economic and investment world in which we live.

So, fill in your details at the bottom of the page, email us or giving us a call. Tell us your situation and let’s discuss how we can help.

Your needs are at the heart of everything we do

Life Assurance & Income Protection

ISAs & Investment Planning

Pensions & Retirement

Corporate Advice

Estate Planning

Life Assurance & Income Protection

Let's Talk

'Everyone can benefit from having a little extra security'

Jon Perry, Independent Financial Adviser

Jon Perry photo
Whatever your stage in life it is always important to consider whether you have fully planned for the future. Do you have sufficient savings should you be unable to work due to a lengthy period of illness? Could you afford to pay for the medical and rehabilitation bills resulting from a serious illness? Have you considered securing a source of income or capital for your loved ones should you pass away? It is important to understand that in all of these situations help and support from the state is limited. Without proper planning the wrong decision may result in financial hardship.

Ae Financial Services has access to the full range of insurance companies and solutions. We assess all aspects of your current financial situation and needs, before making recommendations about the most suitable contract, level of protection and insurer for you.

Life & Critical Illness

Financial protection for you and your family in the event of death and critical illness.

Income Protection

Protect your income should you be unable to work due to sickness or incapacity.

Private Medical Insurance

Provides access to quality and affordable medical care without waiting on the NHS.

'Everyone can benefit from having a little extra security'

Jon Perry, Independent Financial Adviser

Jon Perry photo

ISAs & Investment Planning

Let's Talk

'It’s your money, make it work for you'

David Hayward, Chartered Financial Planner

David Hayward photo
Our investment committee meets quarterly to discuss the performance, volatility and long-term outlook for our preferred investment groups. The discussions result from our continued analysis of both the global macro economy and the individual portfolios we choose, through the use of software such as Morningstar Adviser Workstation as well as regular face-to-face meetings with the providers.

Following this, our in-house investment team are able to create portfolios for clients which are diversified across asset and geographic classes. We also take into consideration their attitude to investment risk and any ethical preference. Most importantly, these investments must serve the purpose they were intended for – be it income, capital growth or a combination.

Some of our investment partners include:

ISAs

Pay less tax on your investment returns by investing annually in an ISA.

Investments

Build a diverse portfolio aimed at protecting and growing your capital.

'It’s your money, make it work for you'

David Hayward, Chartered Financial Planner

David Hayward photo

Pensions & Retirement

Let's Talk

'Working with you to deliver sustainable income in retirement'

Andy Dixon, Independent Financial Adviser

Andy Dixon photo
It is important to start planning for retirement as early as possible. Pensions are a key element of this and often form the main source of retirement income.

You have been able to withdraw part of your pension plan as a tax free lump sum for some time, alongside taking taxable income from it. However, since April 2015 the changes to pension death benefits mean they can now play a central role in long-term estate planning. Their flexible structure also facilitates investment in a wide variety of assets.

Whether you are an individual or an employer, we can help you plan for retirement in a way that is most appropriate to you and your circumstances.

Personal Pensions

Provides significant tax concessions and are an essential part of retirement and estate planning.

SIPP/SSAS

Designed for individuals and businesses offering tax planning and extensive investment opportunities.

'Working with you to deliver sustainable income in retirement'

Andy Dixon, Independent Financial Adviser

Andy Dixon photo

Corporate Advice

Let's Talk

'By working with us, you can have more time to focus on the things that really matter to your business'

James Henley, Independent Financial Adviser

James Henley photo
Having spent many years working closely with businesses, solicitors and accountants, our firm has extensive experience of the issues you may encounter.

Whether you are looking for advice on workplace pensions and insurance schemes, making sure your business is financially protected in the event of death or illness of a key member of staff, or using your assets to assist with business expansion goals, our expert advisers build long-term corporate relationships through face-to-face meetings, telephone and back office support, alongside regular reviews.

Company Pensions

Comply with current legislation by setting up and maintaining a workplace pension scheme.

Business Protection

Protect your business in the event of death or sickness through continuity and succession planning.

'By working with us, you can have more time to focus on the things that really matter to your business'

James Henley, Independent Financial Adviser

James Henley photo

Estate Planning

Let's Talk

'There are a range of solutions available to help in reducing inheritance tax'

Andy Dixon, Independent Financial Adviser

Andy Dixon photo
We understand that planning for the future can be a daunting and complex process. However, it is important to have your affairs arranged so you can pass assets on to those closest to you at a time of your choosing.

With careful, ongoing and flexible planning that has a focus on your individual circumstances, we are able to make recommendations that match your objectives. By taking into account your entire financial position you can be left secure in the knowledge that your estate will be passed-on according to your wishes.

'There are a range of solutions available to help in reducing inheritance tax'

Andy Dixon, Independent Financial Adviser

Andy Dixon photo
Ae Advisers

About the Advisers

The team at Ae Financial Services collectively has a wealth of varied industry experience, benefiting from the technical knowledge and experience of a Chartered Financial Planner and other specialised qualifications, such as Equity Release and Long Term Care.

We are committed to providing our clients with a clear, honest and transparent service, offering face-to-face advice either in our offices, at a place convenient to you, via Skype or by the telephone. We will tailor our service to you through an extensive understanding of your circumstances, plans and aspirations.

In Focus

Mr & Mrs Smith came to us needing advice about their retirement.

Click the link to see how we helped.

How We Helped: Pensions

Sign up to our Mailing List

By signing up to our mailing list you can expect to receive investment news, market views and analysis of changes to the UK tax system and legislation.

In Focus

Mr & Mrs Smith came to us needing advice about their retirement.

Click the link to see how we helped.

How We Helped: Pensions

Sign up to our Mailing List

By signing up to our mailing list you can expect to receive investment news, market views and analysis of changes to the UK tax system and legislation.

Get in Contact

Please feel free to phone or email to get in contact with Ae Financial Services.

  • 45 Westwood Road
  • Southampton
  • Hampshire
  • SO17 1DH

For all enquiries please email andrewdixon@aeins.co.uk