Aventur (Colchester)

Independent Financial Adviser  14 Shelley Road, Colchester, CO3 4JN
First meeting at adviser's own cost
At Aventur we have a next generation approach to independent financial advice. We balance the high-quality and client-focused advice you would expect from your trusted professional, with advanced technology and sophisticated investment strategies.
We can advise you on
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Socially responsible investments
Unit trusts
Lump sum
Regular savings
Savings for children
School fees planning
Critical illness
Income protection insurance
Life insurance
Corporate pension
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
Meet our advisers
MRS Caroline Wishart-Young
Financial Planner

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Certified Financial Planner
About us

We believe in delivering 3 things to our clients: great advice, exceptional performance, and unbeatable value…. and that’s exactly what we do.

It’s HOW we deliver financial advice that makes us very different to other firms.

With over 25 years of independent expertise, our team includes some of the most well-respected advisers in the industry. As highly experienced and talented financial professionals, we offer a friendly, client focused service providing high quality, and above all, trusted advice.

Our investment portfolios are supported by the latest AI technology usually reserved for large Hedge funds, Family Offices and other institutional investors. We bring this unmatched investment power directly to our client’s pensions and investments to help improve the lives of our clients.

As one of our clients, we will help you plan your money around your personal goals, ensuring you stay on track to achieve your objectives. You will have access to our in-house, state-of-the-art technology, so you can monitor and review your progress 24/7, giving you full clarity and control.

Contact us for a free chat, and allow us to show you our performance and the benefits of our service.

Our services

Aventur was set up with the sole belief that everyone should be able to afford high-value financial advice. Our technology is provided to everyone, putting you in control of your financial wellbeing.
We also understand some situations require that little extra attention and advice. Our Private Client team have the tools and experience on hand to support you as required.

So, if you need help…
• as a business owner to understand how to make the most of your opportunities
• to ensure your money is arranged in a suitable way before you arrive or leave the UK
• to protect your family and your hard-earned wealth through careful Estate Planning
• buying or investing in property, and how to arrange and fund the purchase
• increasing your wealth by making sure you only pay the right amount of tax

…then our aim is to always put your interests first. Our skill lies in our ability to listen and support our clients to realise their financial goals.
Why not take the first step on your journey

Where to find us
Head office address: 14 Shelley Road, Colchester, CO3 4JN
Service coverage
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

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