Response rating

7.0/10

18th September 2017

Aurora Financial Solutions Limited

Independent Financial Adviser 56-57 The Hop Exchange, Southwark Street, London, SE1 1TY

First meeting at adviser's own cost

Whether you simply need a bit of guidance or require a fully advised bespoke service- We can help.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
Long term care
- Long term care

Meet our advisers

Daren O'Brien

Director, Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Halta Haxhia

Independent Financial Adviser/Employee Benefits Consultant

Alistair Murdoch

Independent Financial Adviser

What our clients say

We at Parabis are very pleased with the help and assistance provide by Aurora Financial Solutions on our existing Pension scheme. They were able to negotiate a 39% reduction to our scheme charges which resulted in an annual saving of £70,000 in costs alone to our employees! This annual saving directly benefits all of our staff, increasing their pension pots and we would happily recommend Aurora to our clients and partners.

Parabis, UK

I have worked closely with Aurora Financial Solution ltd for a number of years now and have found them to be extremely professional and helpful in their dealing with us. They have been able to breakdown complicated pension issues for us into easily managed solutions and I would happily recommend them as Financial Advisers to my family, colleagues and clients.

Chris Carter, UK

Daren O’Brien has been looking after my pension plan and the pensions of my clients for some years now. I’m extremely happy with the service and regular financial reviews he has provided which gives me peace of mind for my retirement and also professional comfort in knowing that my clients are being looked after.

Pravin Cumlajee, UK

Where to find us

About us

Our experienced team bring together a wealth of expertise covering all aspects of financial advice. Everything we do is driven by our desire to exceed client expectations which is why instead of having an inflexible one size fits all approach, we get to know our clients and agree on a mutually beneficial way of working. Whether you know what you want and simply need a bit of guidance or if you require a fully advised bespoke service- we can help.

Our services

Aurora Financial Solutions Ltd is committed to providing Private Clients and Businesses with comprehensive, independent financial advice on a range of financial planning and investment management services. Our philosophy is founded on the core principles of developing long term relationships with our clients, working together to make informed decisions and plan for the future with confidence.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Contact options

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