Aurea Financial Planning Ltd

Aurea Financial Planning Ltd Aurea Financial is an award winning Financial Planning company. Aurea's Managing Director is also the President of the Institute of Financial Planning.

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.

Check out Becky's advice for this couple who dream of retiring early:
27/02/2018

Check out Becky's advice for this couple who dream of retiring early:

Merchant seamen Fiona and Greig, both aged 35, want to retire at 50 but are at a crossroads on how best to invest their retirement savings. We get a financial planner to review their plan.

Joelys Dachshund Arthur visited the office today 🐶 He was very well behaved 👍🏼
13/12/2017

Joelys Dachshund Arthur visited the office today 🐶
He was very well behaved 👍🏼

06/09/2017

Happy Birthday wishes for Joely today!🎈🎉

15/08/2017

Congratulations to Sukhi who has been part of the Aurea Team 1 year today! 🎈🎉

01/08/2017

Happy Anniversary to Helen who has been with the company a whopping 21 years today! Congratulations🎈🎉

Newest edition of our newsletter is now available to read:- http://www.aureafp.co.uk/news/newsletter/This one focuses on...
10/07/2017

Newest edition of our newsletter is now available to read:- http://www.aureafp.co.uk/news/newsletter/

This one focuses on the General Election outcome

Aurea Smart Money Newsletter Welcome to the latest issue; we accept that planning for the future means making conscious decisions now, and rather than always being preoccupied with day-to-day events, it’s important to take a step back and look to the bigger picture. We hope the articles featured ins...

12/06/2017

Huge happy birthday wishes to the wonderful Becky Taylor! 🎈🎉

19/05/2017

Happy anniversary to Joely who has been part of the Aurea Team for 2 years now! 🎈🎉

Why not take a look at our easy-read guide to the Spring Budget? - http://www.aureafp.co.uk/news/
10/03/2017

Why not take a look at our easy-read guide to the Spring Budget? - http://www.aureafp.co.uk/news/

News Welcome to our on-line financial news section. This service is regularly updated to bring you news of important developments in financial matters. The external links on this page will take you to other sites which are not connected to the regulated site of Aurea Financial Planning Ltd. Neither…

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Peterborough
PE15DD

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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