Aurora Financial Planning

Independent Financial Adviser  Cobalt Square, Birmingham, B16 8QG
check
FCA authorised
Last authorised 8th August 2022
Highly qualified and professional service, advice from an individual Chartered Financial Planner with over 20 years experience provided.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Investing for income
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Income tax
Meet our advisers
Ajmer Somal
About us

As a firm we are independent financial advisers specialising in the management of investment portfolios and pensions.

We help clients navigate complex financial markets and our business has evolved primarily through client recommendations.

We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being.

Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

Our services

- Long term successful relationships with clients
- Highest level of personal service
- Highly qualified professional adviser
- Over 20 years financial services experience

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Cobalt Square, 83-85 Hagley Road, Edgbaston, Birmingham, B16 8QG

Similar advisers near you

Independent Financial Adviser 0.83 mi
AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
 
Independent Financial Adviser 0.99 mi
Online financial advice service covering investments, pensions, protection mortgages. Communicate online 24/7. Low-cost fixed fee option, and pay monthly options available. Among the cheapest advisory services in the country.
 
Independent Financial Adviser 1.06 mi
Award winning chartered financial planning firm giving quality independent advice
 
Independent Financial Adviser 1.1 mi
We provide a structured and consistent approach to financial planning, giving clients confidence that they will achieve their financial goals.