Aurora Financial Planning

Independent Financial Adviser  Cobalt Square, Birmingham, West Midlands, B16 8QG
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FCA authorised
Last authorised 13th September 2021
Highly qualified and professional service, advice from an individual Chartered Financial Planner with over 20 years experience provided.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Investing for income
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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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)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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