FCA verified
13th November 2017

Aurea Financial Planning Ltd

Independent Financial Adviser Suite 15, Cross Street Court, 11-13 Cross Street, Peterborough, PE1 1XA
Award Winning Financial Planning from the current President of the Institute of Financial Planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Rebecca Taylor CFP FIFP IMC
Managing Director
adviser-person
Veena Patel CFP
Senior Paraplanner
Where to find us
About us

We are an award winning Accredited Financial Planning firm. As a small business we take pride in our high level of personal service. You will find that we all know who our clients are, regardless of who you speak to, making sure that you feel valued. We have excellent all round technical knowledge with our advisers being educated and qualified as Certified Financial Planners. We have been around for a while, over 30 years! We look after both Individuals approaching or in retirement, as well as corporates looking for top quality provisions for their employees.

Our services

We are holistic Financial Planners who look at how your lifestyle and finances work together to provide peace of mind that you can live life, with the peace of mind of knowing that you will never run out of money. Our main area of specialism is Retirement planning, looking after those who are starting to think about retirement, perhaps in 5 years time, and have all of the uncertainties associated of losing control of your earnings. Retirement involves all of your wealth, we are not just pension advisers, it is vitally important that joined up thinking is used when planning.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Aurea Financial Planning Ltd are Authorised and Regulated by the Financial Conduct Authority registration number 121212.

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