Aurea Financial Planning Ltd

at Suite 15 Cross Street Court, Peterborough , PE1 1XA United Kingdom

1. Company
2. Investing Service
3. Financial Planning

Aurea Financial is an award winning Financial Planning company. Aurea's Managing Director is also the President of the Institute of Financial Planning. Aurea Financial Planning is an award winning Holistic Financial Planning company based in Peterborough. We specialise in Lifestyle Planning for clients who are looking for a lifestyle change, this is generally planning for retirement, but may also be a change in career, through bereavement or divorce. We aim to create a trusted relationship which will help provide peace of mind in your decisions, so that you are Financially secure and confident that you will not run out of money. Retirement is generally something that everyone looks forwards to, but even with substantial savings, many people still worry that they will not have enough money to see them throughout their retired life, living in the way that they would like to enjoy. Through our specialist 'What if' planning we can show you the potential difference in the decisions that you make now.

Description

We are an award winning financial planning company based in Peterborough, Cambridgeshire that specialises in helping our clients achieve their lifestyle ambitions. With our expert Life, Wealth and Cashflow planning we can work together to discover your dreams for the future, how realistic they are and what planning needs to be done to help you achieve them. You may wish to retire at a certain age, give your children a private education or create financial independence to facilitate a career change. Whatever life stage you are in it is never too early – or too late to start planning. We are not an ‘advice service’ that offers support on one specific area, but rather we look to create long-term relationships with our clients, and as a partnership we work together to plan your financial future. Clients that benefit from our planning typically earn above average salaries or have assets greater than £300,000 in order to give scope to implement the changes needed to achieve your goals. If you would like any further information or would like to make an appointment, please follow the contact us link, or call 01733 345525.

Company Rating

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Summary

Aurea Financial Planning Ltd is Peterborough based place and this enity listed in Investing Service category. Located at Suite 15 Cross Street Court PE1 1XA. Contact phone number of Aurea Financial Planning Ltd: 01733 345525