Bridging the generational wealth gap: securing financial stability

The disparities in wealth accumulation between the generations are striking  Today, younger generations hold just 4% of total UK wealth  Almost half of UK adults worry they won’t have enough saved for retirement  Throughout our lives, we both give and receive support across generations, whether within our families or as part of society. This concept, […]

Four in five clients see financial advice as ‘value for money’

82% of advised investors believe they get good value from financial advice, up 10% from last year  96% of advised clients value their adviser’s accessibility, especially during market volatility  Long-term market confidence is higher among advised investors, showing the benefits of expert financial guidance  People with a financial adviser are more optimistic about their financial […]

Wealth – In the news

Research highlights key differences in wealth transfer preferences and family financial priorities between men and women  Top financial priorities for 2025 include enjoying life (34%), building emergency savings (30%) and pension saving (11%)  AI now accounts for 42.5% of financial fraud attempts, with cases rising 80% over the past three years  Women put children first […]

Navigating uncertainty together 

Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key  Media headlines create noise, but financial plans should be tailored to personal goals, not speculation.  A strong financial strategy is built to adapt—seek expert advice to stay on track  Over the past five years, we’ve experienced a global pandemic, geopolitical conflicts, political […]

Closing the investing gap

13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns  Many savers find investing too complex—74% need guidance on choosing the right investments   Holding cash is useful for short-term needs, but long-term investing can offer greater wealth-building potential  A recent report1 estimates 13 million UK adults are […]

IHT receipts continue their ascent

IHT receipts topped £6.3bn in the eight months to December, a £600m increase on the same period the previous year  OBR predicts IHT receipts will continue their ascent, forecasting total receipts of £9.7bn a year by 2028/29  Factors including a rise in asset values and frozen thresholds are contributing to rising receipts  HM Revenue and […]

Positioning portfolios in a protectionist world

US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based […]

Money – In the news

Child Trust Funds still unclaimed  Some 728,000 people who have recently turned 18 have not claimed their Child Trust Fund, figures1 show, with the total value of unclaimed money amounting to £1.4bn. Many eligible young people do not know that their account exists, campaigners say. MPs are urging more action from HMRC to inform potential […]

Be brave, start your journey
with an enquiry

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

You are about to leave the website of Aureus Wealth Management Ltd and view the content of an external website. Aureus Wealth Management Ltd cannot be held responsible for the content of external websites.

Be brave, start your journey
by enquiring below

Contact form

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained unless the information is required by law. For further details on how we handle your personal information, please refer to our Privacy Policy.

This field is for validation purposes and should be left unchanged.
Begin your financial planning journey, giving you more flexibility and bringing you closer to financial freedom.

Be brave, start your journey with an enquiry

Get in touch with us 

Click here

Your personal data will remain confidential and will not be passed to any company outside our firm without your permission being obtained unless the information is required by law. For further details on how we handle your personal information, please refer to our Privacy Policy.