We believe that time is your most valuable asset especially as its value increases as you age and is non-renewable.
Who we are
We enable our clients to build the life they want
Aureus Wealth Management is an independent financial advice and wealth management company. We specialise in the provision of bespoke financial advice that enables our clients to build the life they want – and deserve. We empower our clients by guiding them on the path to success and helping them to achieve their goals – whatever they may be. Through holistic financial planning with access to the whole of the market, our mission is to ensure that our clients – and their families – are able to enjoy their wealth to the fullest.
Why choose
Aureus Wealth
Management
Quite simply, because we put our clients first
Many people will require independent financial advice at some point in their lives. But each and every person will have a different level of financial knowledge and understanding, and be starting from different points in their financial journey. At Aureus Wealth Management, we understand that every client is different, and we put your individual needs at the heart of our advice. Whether you’re looking for specialist advice on a particular area of your finances or need to meet specific investment requirements, our advice will be based solely on your needs. This means doing everything we can to accomplish your specific goals, both now and in the future.
What we can do for you
Investment Planning
A tailored investment portfolio is key to achieving your future goals. Through our advice process, we can find the best strategy for your circumstances, at a risk level that feels right for you and that meets your aspirations.
Retirement Planning
Effective retirement planning is paramount in ensuring that you can enjoy your later life in comfort, and potentially retire earlier than you had envisioned. Through our advice, we’re here to help our clients enjoy every second of retirement and give them back precious time to spend doing what they love, with the people they love.
Protection Planning
At Aureus Wealth Management, we’re on hand to protect you and your family financially against life’s unexpected events. We help put plans in place to ensure that you’ll receive financial assistance when you need it most.
Tax & Estate Planning
When you’ve worked hard across your lifetime to build your wealth, you want to ensure that future generations derive maximum benefit. We’re on hand to handle all your succession planning needs, mitigating any tax implications, ensuring that your wealth can be passed on to your loved ones efficiently and intact.
Cashflow Modelling
Using cashflow modelling software, we can build a detailed picture of what your finances might look like in the future according to various scenarios, helping you understand whether you’ll have enough to achieve your goals. Equipped with this knowledge, we can put financial plans in place to ensure you have the money you need to do the things you want.
