Business Details
Your Trusted Partner for Financial Planning Solutions
Aurea Financial Planning is an award-winning firm dedicated to helping clients achieve their lifestyle ambitions through comprehensive financial strategies. With a team of Certified Financial Planners and Chartered Wealth Managers, we specialise in creating long-term partnerships to develop tailored financial plans. Our approach combines lifetime cashflow forecasting with investment management, pension planning, and tax-efficient strategies to ensure clients maintain financial freedom. We prioritise holistic planning, addressing family wealth, retirement goals, and risk management while maintaining a client-centric ethos. Our services cater to individuals with significant asset bases seeking sophisticated, transparent financial solutions.By focusing on education and proactive planning, we empower clients to make informed decisions aligned with their aspirations. Our commitment to excellence is reflected in our involvement with industry bodies like the Chartered Institute of Securities and Investments. We operate from Peterborough with flexible meeting options in London, ensuring accessibility for our clients. Our process begins with understanding clients' unique circumstances, followed by detailed analysis and ongoing reviews to adapt to life's changes. This structured methodology ensures our clients achieve financial security while retaining control over their wealth.
Services
Financial Planning
Investment Management
Pension Planning
Family Wealth Management
Tax Planning
Retirement Planning
Life Insurance
Critical Illness Cover
Income Protection
Inheritance Tax Planning
Highlights and features
- We offer certified financial planners with Chartered Wealth Manager qualifications
- Our team provides lifetime cashflow forecasting for comprehensive financial planning
- We specialise in tax-efficient investment strategies for high-net-worth individuals
- Our holistic approach integrates pension, inheritance, and family wealth planning
- We maintain transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority (FCA)
- Certified Financial Planner
- Chartered Wealth Manager
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual life goals. We analyse current financial positions, develop lifetime cashflow projections, and implement tax-efficient solutions. This service helps clients achieve financial independence through structured investment, pension, and inheritance planning while maintaining flexibility for life's changes.
Investment Management
We design diversified investment portfolios aligned with risk tolerance and financial objectives. Our science-based approach combines index tracking funds with ethical considerations. The service includes ongoing portfolio reviews, tax-efficient structuring, and performance monitoring to ensure investments support long-term financial plans while minimising volatility risks.
Pension Planning
Our pension planning service optimises retirement savings through tax-efficient contributions and strategic withdrawals. We integrate pension provisions with overall wealth management, offering phased retirement solutions and income sustainability analysis. The service ensures clients maximise available allowances while maintaining financial security throughout retirement.
Family Wealth Management
This service coordinates intergenerational wealth transfer while preserving family assets. We implement trust structures, inheritance tax mitigation strategies, and educational programmes for younger generations. Our approach balances current family needs with long-term wealth preservation through coordinated investment and estate planning.
Tax Planning
We develop legal tax minimisation strategies covering income, capital gains, and inheritance taxes. The service utilises available allowances, investment tax reliefs, and trust structures to optimise tax efficiency. We coordinate with accountants to ensure compliance while maximising tax savings across all financial planning aspects.
People
Rebecca Taylor
Managing Director, Certified Financial Planner & Compliance Officer
Rebecca leads our team with extensive industry experience, serving as a Board Director at the Chartered Institute of Securities and Investments. She specialises in holistic financial planning and regulatory compliance.
Helen Woolgar-Bowles
Director
Helen brings significant expertise in financial planning strategy and client relationship management, focusing on delivering tailored wealth solutions to high-net-worth individuals.
Veena Patel
Senior Paraplanner
Veena provides technical support and detailed financial analysis, ensuring accurate implementation of complex planning strategies while maintaining regulatory documentation standards.
Sukhi Dhamrait
Trainee Paraplanner
Sukhi supports our planning process with emerging expertise in financial analysis and documentation preparation under senior supervision.
Joely Sells
Customer Relationship Manager
Joely manages client communications and service delivery, ensuring seamless interactions and maintaining our commitment to exceptional customer service.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investment management, pension strategies, tax planning, family wealth management, and retirement solutions tailored to individual circumstances.
How do you charge for your services?
Our transparent fees include strategy, implementation, and review charges agreed upfront. Fees depend on complexity and can be paid directly or through product providers.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners and Chartered Wealth Managers with extensive industry experience and professional accreditations.
How do you approach investment management?
We use science-based, diversified index tracking strategies combined with ethical considerations and risk profiling to create tailored investment portfolios.
Can you help with retirement planning?
Yes, we specialise in retirement planning including pension optimisation, income sustainability analysis, and phased retirement strategies to ensure financial security.
Do you work with clients outside Peterborough?
We serve clients nationwide with flexible meeting options in Peterborough, London, or remotely through virtual consultations.
Reviews (1)
Luke Kennedy
Jul 01, 2019
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I have been working with Aurea FP for just over 2 years now. The whole team is great, especially Becky & Helen. They have been a pleasure to work alongside.
