Have you ever wondered what your life would be like if you had your perfect financial situation? Achieving a solid financial platform can take away a lot of the stresses of modern life. As well as allow you to save up for things like holidays and gifts. To get to this position takes a lot of financial planning and organisation. This can be difficult to balance between your work and personal life.

 

This is why more and more people are seeking the services of an Independent Financial AdvisorHere at Aurea Financial Planning, we have a friendly and expert team of independent financial advisors in Leicester. Our team will provide you with expert financial advice tailored to you and your circumstances.

What is Financial Planning?

The right financial planning will set you up for the rest of your life. Our team of financial advisors in Leicester can offer you professional financial guidance. This is the first step towards saving and creating a solid financial platform for yourself and your family.

 

Our team of financial advisors close to Leicester are experts in a diverse range of financial sectors. We have vast experience in both personal and corporate finances. Not only in Leicester but across the UK. A stable financial plan gives you a complete assessment of your financial situation. As well tells you how to improve your circumstances.

Why Choose an Aurea Financial Advisor in Leicester?

Aurea Financial Planning is Accredited as a Financial Planning Firm by the Chartered Institute of Securities and Investments (CISI). As well as Authorised and Regulated by the Financial Conduct Authority (FCA) as a firm of Independent Financial Advisors (IFA). This means all of our financial advisors are qualified to provide unbiased and open advice on financial strategies.

 

Our main aim as a business is to assist all of our clients and help them make informed financial decisions. From your initial enquiry with us, we will work alongside you to set goals and analyse your financial circumstances. We will then set out short, medium, and long-term plans to meet your goals. Once these plans have been implemented step by step, we will review your progress at regular intervals.

 

Financial planning is a very broad term. You’re probably wondering if our financial advisors can help you in your circumstances. Below is a list of the main services we offer at Aurea Financial Planning. But to find out exactly how we can help you, get in touch on 01733 345525:

Investing Opportunities Leicester

Making the right investments are an integral part of a successful financial life plan. At Aurea Financial Planning, we take a precise, scientific and ethical approach to our investment advice. This is how we ensure we find the right investment opportunities for every client.

Family Wealth Management Leicester

As a firm, our financial advisors take a unique approach to family wealth management. We don’t treat and work with you as a client, we work with your entire family. This is how we ensure we help you create a successful and comprehensive estate inheritance plan. As well as manage other family investments. We will also help you manage any inheritance tax payments and provide expert trust planning.

Pension Advice Leicester

Pensions have been the traditional way to save for your retirement. This is because of the unique tax treatment of pension funds. These include up-front tax relief on pension contributions. With the right financial advice, a pension is an investment in your future. 

 

A financial advisor can analyse your pension options and assist in your retirement planning. Our financial advisors will work to ensure you get the most out of the pension and your retirement.

Family Life Insurance

The right family life insurance will ensure you and your family are safe and secure. Family life insurance can help you provide for your loved ones, as well as yourself, in the event of a death or serious illness.

 

If you have people who are dependent on you financially it is vital to ensure their security. The right family insurance policy can provide security and protection to you and your loved ones.

Tax Planning Leicester

Tax planning is simple. It is a financial plan that focuses on taxes and is vital to ensure you are efficient with your tax payments. The right tax planning will guarantee you are not overpaying on your taxes. As well as keep your finances and taxes organised and easy to keep under control.

 

This is an overview of the financial advice we can provide at Aurea Financial Planning. But to find out how we can help you specifically, contact us today:

Get in Touch Today

To find out how an expert financial advisor can help you today, give us a call today on 01733 345525. Alternatively, feel free to fill in the enquiry form on our contact page today, for more information right now.  

Rebecca Taylor

As you would expect, the team at Aurea surpasses expectations in competence.  You’ll be working with Certified Financial Planners and Chartered Wealth Managers.

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Whilst you are not tied into a contract with us, our wish is to work with you throughout the different stages of your life, from the early stages of your family, through your work successes, to retirement and beyond.

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We are deliberately a small company working with a select number of clients and their families.  This means we get to know you and work with you as a member of the Aurea family.

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