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Aimee Jeavons — Network Financial Adviser in Cheshire

Aimee Jeavons — Network Financial Adviser in Cheshire

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
  • Pension Planning
  • Holistic Financial Planning
  • Inheritance Tax Planning
  • Medical Financial Planning
  • Protection 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 an FCA-regulated financial adviser?

Yes. Aimee Jeavons is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.

What services does Aimee Jeavons offer?

Aimee Jeavons offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.

How much does it cost to use Aimee Jeavons?

Fees vary depending on the service, the complexity of your situation and the assets involved. Aimee Jeavons will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.

What is the difference between an independent and a network financial adviser?

Aimee Jeavons works as part of a network, with access to a carefully selected panel of providers. Network advisers share resources and compliance support but still tailor advice to each client's individual goals.

How do I book a consultation with Aimee Jeavons?

Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Aimee Jeavons directly through the contact form.

Does Aimee Jeavons work with clients outside Cheshire?

Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Aimee Jeavons is based in Cheshire but you can confirm preferred meeting locations and video options when you book your initial call.

Other financial advisers in Cheshire

  • Leanne Berry — Cheshire
  • Richard Baimbridge — Cheshire