Aimee Jeavons — Network Financial Advisor
About Aimee Jeavons
Aimee is a Medical Financial Planner at Capstone Financial, specialising in supporting doctors and healthcare professionals with their wider financial planning needs. She provides clear, practical advice across a broad range of areas, including investment planning, retirement planning, inheritance tax planning, and personal and corporate protection. While she has strong expertise in the NHS Pension Scheme, her focus is on bringing all aspects of her clients’ finances together into one coherent, well-structured plan. Aimee works closely with clients to help them make informed decisions that protect their income, grow long-term wealth, and support both their personal and professional ambitions. Her approach starts with understanding what truly matters most to you and your family. Whether you are planning for retirement, looking to manage your tax position more efficiently, building your investments, or ensuring the right protection is in place, Aimee creates a tailored financial plan designed to provide clarity, confidence, and long-term peace of mind. Outside of work, Aimee enjoys an outdoor lifestyle, including travelling, hiking, and spending time with her dog.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- NHS Retirement Planning
Qualifications
Level 4 Diploma in Regulated Financial Planning (CII) Level 3 Certificate in Mortgage Advice (CII)
Regulation
Aimee Jeavons is FCA-verified (firm: Capstone Financial).
Frequently Asked Questions
Is Aimee Jeavons a regulated financial advisor?
Yes. Aimee Jeavons is FCA-verified and authorised under Capstone Financial, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Aimee Jeavons offer?
Aimee Jeavons offers Retirement planning.
Does Aimee Jeavons offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Aimee Jeavons directly through their Trusted Advisor profile.
What qualifications does Aimee Jeavons hold?
Level 4 Diploma in Regulated Financial Planning (CII) Level 3 Certificate in Mortgage Advice (CII)
How do I book a meeting with Aimee Jeavons?
You can book a free initial consultation with Aimee Jeavons directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.