Aurora Financial Solutions Limited

Independent Financial Adviser  56-57 The Hop Exchange, London, Greater 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Accident & sickness
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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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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Alistair Murdoch
Independent Financial Adviser
Halta Haxhia
Independent Financial Adviser/Employee Benefits Consultant
Daren O'Brien
Director, Independent Financial Adviser

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

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.

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

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

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.

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.

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

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

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.

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.

What our clients say
Aurora have 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 they have 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
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
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
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.

Where to find us
Head office address: 56-57 The Hop Exchange, Southwark Street, London, SE1 1TY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 28th September 2020

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