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.
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.
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.
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.
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.
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.
Bespoke Financial Advice; Building The Life That You Deserve!
Begin your financial planning journey, giving you more flexibility and bringing you closer to financial freedom. Aureus Wealth Management Ltd. Registered Office: 30 Taunton Road, Weston Super Mare, United Kingdom, BS22 7DU. Registered in England & Wales, Company Number 14003632. Aureus Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register here https://register.fca.org.uk/s/.
The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts. The FCA does not regulate tax planning, certain forms of mortgage lending and cash management.
The future value of investments can fall as well as rise and future growth is not guaranteed.
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