Aurea Financial Planning

At Aurea Financial Planning, we are a well-respected name in the world of Financial Planning. We have garnered a reputation for being multiple award-winning professionals who are dedicated to helping our clients achieve their lifestyle ambitions. Our team is comprised of highly qualified individuals, with our Managing Director, Rebecca Taylor, being a Board Director and Trustee of the Chartered Institute of Securities and Investments. She is also involved in their Financial Planning Forum and Membership Committee, as well as being a previous Director and President of the Institute of Financial Planning, where she represented the UK on the international council of the Financial Planning Standards Board.

As a team, we take our Financial Planning responsibilities seriously and are committed to providing our clients with a personalized financial plan that is tailored to their individual needs. We understand that every individual's financial situation is unique, and we take the time to get to know our clients and understand what drives them. We believe that Financial Planning is not just about numbers and investment performance, but about creating long-term relationships with our clients and working together to achieve their financial goals.

Our Approach

At Aurea Financial Planning, we take a holistic approach to Financial Planning. We don't just focus on one specific area of your financial life, but rather we look at the entire picture to provide a comprehensive plan for your financial future. Whether you want to retire early, fund your children's education, or create financial independence, we are here to help.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Investments: We use a science-based approach to investing to help our clients achieve their financial goals.
• Family Wealth Planning: We understand that wealth is rarely just about the individual, but rather about the family as a whole. We can help you transfer your wealth to the next generation while retaining your financial security.
• Pensions: With pensions becoming increasingly complex, we are here to simplify the process and help you make the most of your pension pot.
• Tax Planning: We can help you minimize your tax liability and maximize your wealth through legitimate and widely available allowances and reliefs.
• Retirement Planning: Retirement is one of the most important decisions you'll make in life. We can help you plan for a comfortable retirement that meets your needs.
• Family Life Insurance: We understand the importance of protecting your loved ones in the event of unexpected events. We can help you plan for the unexpected.

Get In Touch

If you would like to learn more about how we can help you achieve your financial goals, please don't hesitate to contact us. We would be delighted to arrange a meeting to discuss how we can work together to plan your financial future.