1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. West Midlands
  8. breadcrumb-arrow
  9. Birmingham
  10. breadcrumb-arrow
  11. Aurora Financial Planning

Aurora Financial Planning

Independent Financial Adviser  Cobalt Square, Birmingham, West Midlands, B16 8QG
check
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
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Investing for income
check
Critical illness
check
Healthcare
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)
£250,000
Minimum pension value
£100,000
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, West Midlands, B16 8QG

Similar advisers near you

Flying Colours
Independent Financial Adviser 0.39 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Sandringham Financial Partners
Independent Financial Adviser 0.93 mi
Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.
 
See profile
Mather and Murray Financial
Independent Financial Adviser 0.93 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
See profile
Clear Solutions Wealth & Tax Management Ltd
Independent Financial Adviser 0.95 mi
We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
 
See profile