Our services

Whether you’re starting a family, preparing to retire or looking to fulfil a lifelong goal, we can get you on the right path to success.

How we can help

Aureus Wealth provides an impartial independent financial planning service. We align your financial aspirations and future plans with clear and transparent solutions that will help you achieve your vision now and far into the future.

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, 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.

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.