Response rating
10/10
FCA verified
20th November 2017

Aventur Wealth

Independent Financial Adviser Common Farm Bungalow, Bicknacre Road, East Hanningfield, Essex, Chelmsford, CM3 8AP
First meeting at adviser's own cost
We are a small, boutique and personable company that provides bespoke services designed around the client
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Sharia finance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Tom Young
Technical Director and Adviser
Louis-Rhys Harvey
Estate Planning and Auto Enrolment Specialist
What our clients say
What were the circumstances that caused you to look for a Financial adviser? My husband and I had a few matters that needed sorting out after years of never tying up certain circumstances which involved an investment, pension and life insurance. How did Louis-Rhys Harvey help you? Advised us on what we had at that time along with the specifics of each policy and what could be done better. What is your current situation? Have you seen the outcome you were hoping for? n/a What could they have done better? n/a
Tracy Haste, Bishops Stortford, Essex
What were the circumstances that caused you to look for a Financial adviser? My husband and I had a few matters that needed sorting out after years of never tying up certain circumstances which involved an investment, pension and life insurance. How did Louis-Rhys Harvey help you? Advised us on what we had at that time along with the specifics of each policy and what could be done better. What is your current situation? Have you seen the outcome you were hoping for? n/a What could they have done better? n/a
Tracy Haste, Bishops Stortford, Essex
Louis is a very personable guy & took time to explain each step as well as advising us on what best to do with each different investment as our children were involved too. All the advice given has since turned out to be good as the investments are doing well, bit too early to predict the pensions but hopefully that will run along the same lines What could they have done better? Honestly can't think of anything other than fill in all the forms for us! ;)
Phil Peek, Colchester, Essex
Louis was/is very pleasent to deal with. He explained everything very clearly and made us feel very comfortable discussing products and services that we are not at all familiar with. Each time we have met him he was prompt and when we had emails telling us to expect documents etc, they arrived as he said they would.
Steve Bloom, Basildon, Essex
Louis is a very personable guy & took time to explain each step as well as advising us on what best to do with each different investment as our children were involved too. All the advice given has since turned out to be good as the investments are doing well, bit too early to predict the pensions but hopefully that will run along the same lines What could they have done better? Honestly can't think of anything other than fill in all the forms for us! ;)
Phil Peek, Colchester, Essex
What were the circumstances that caused you to look for a Financial adviser? I have recently set up my own business and am now self employed. Previously I had a work related pension and did't give it much thought, however it is now important to me to have full control of my finances and in particular my pension. How did Louis-Rhys Harvey help you? Louis-Rhys Harvey helped me by analysing my current pension and other financial commitments and giving me advice on how I could improve my returns. What is your current situation? Have you seen the outcome you were hoping for? It is early days and not everything is in place yet so I have not seen the financial outcomes but am very happy with the Proposals. What could they have done better? I can not see how Louis could have done better, He was extremely thorough and clear.
Mette McLarney, Maldon, Essex
Excellent communicator, personable, knowledgeable and always responds to queries. What could they have done better? Tricky one as I have been very pleased with his services
Steve Rooney, Brentwood, Essex
Provides advice on all aspects of Financial Planning and Investments.
Sonia Shah, Hadleigh, Essex
Louis was/is very pleasent to deal with. He explained everything very clearly and made us feel very comfortable discussing products and services that we are not at all familiar with. Each time we have met him he was prompt and when we had emails telling us to expect documents etc, they arrived as he said they would.
Steve Bloom, Basildon, Essex
What were the circumstances that caused you to look for a Financial adviser? I have recently set up my own business and am now self employed. Previously I had a work related pension and did't give it much thought, however it is now important to me to have full control of my finances and in particular my pension. How did Louis-Rhys Harvey help you? Louis-Rhys Harvey helped me by analysing my current pension and other financial commitments and giving me advice on how I could improve my returns. What is your current situation? Have you seen the outcome you were hoping for? It is early days and not everything is in place yet so I have not seen the financial outcomes but am very happy with the Proposals. What could they have done better? I can not see how Louis could have done better, He was extremely thorough and clear.
Mette McLarney, Maldon, Essex
We are very pleased with both Louis's manner and his ability to give 'best advice'. We never felt we were being pushed into anything we did not want and all our questions were answered both professionally and promptly. We would recommend Louis to our friends.
Janina Rooney, Brentwood, Essex
Provides advice on all aspects of Financial Planning and Investments.
Sonia Shah, Hadleigh, Essex
We are very pleased with both Louis's manner and his ability to give 'best advice'. We never felt we were being pushed into anything we did not want and all our questions were answered both professionally and promptly. We would recommend Louis to our friends.
Janina Rooney, Brentwood, Essex
Excellent communicator, personable, knowledgeable and always responds to queries. What could they have done better? Tricky one as I have been very pleased with his services
Steve Rooney, Brentwood, Essex
Everything we asked of him he gave full, honest advice and made it very easy ro understand What could they have done better? My husband and I are unaware of any possible improvement.
Patricia Yates, Bury St Edmunds
We have always found Louis-Rhys Harvey to be very helpful and knowledgeable and he always puts in the extra mile. He talks sensibly and explains things in a very down to earth manner so that even complicated documentation makes sense.
Anthony Jacks, Southend on Sea, Essex
Reviewed my pension plan, and the advice has proved to be extremely valuable as the fund is doing a lot better than the fund I already had. The timely three month reports are better than my previous advisor and overall the relationship has been very beneficial. The service has been timely, prompt and courteous and I would have no hesitation in recommending Louis-Rhys Harvey to any of my clients.
Kevin Cornelius, Hadleigh, Essex
In depth review of current pension investment.
Terry Senner, Battlesbridge, Essex
Louis has always provided a first class service responding to any queries promptly and honestly.
Louise Bellamy, Chelmsford, Essex
I have found Louis-Rhys Harvey to be an extremely professional and personable character. He recommended my current Life Insurance Policy and wrote my will. I am aware he has given advice to other contacts and I have only heard positive comments. I have no hesitation to recommend Louis-Rhys Harvey.
Sean Wiegand, Braintree, Essex
We have always found Louis friendly and approachable. Louis provided us with a very good pension package and it has proved to be a very good return for our money. We have no hesitation in recommending Louis for financial advice.
Avril Welch, Ipswich, Suffolk
What were the circumstances that caused you to look for a Financial adviser? Wanted to start investing my money, but had no idea how to go about it. How did Louis-Rhys Harvey help you? He discussed the different investments and different risks. And helped me to put together an account and start investing my savings. He also gives me advice on any area of the investments whenever I need. What is your current situation? Have you seen the outcome you were hoping for? Yes definitely, I am still continuing to invest and seeing positive outcomes. What could they have done better? Nothing. He talked me through everything, explains it well (translates it into layman's terms) and is very easy to get in contact with, if needed.
Kerie Peek, Colchester, Essex
Where to find us
About us

At Aventur Wealth we are privileged to have a small, boutique company that provides bespoke services designed around the client. This is how we believe a financial advisory company should be.

We provide a free online system for our clients to log in to via our website and our online app. This allows them to see their portfolio at anytime, 24/7. Their appointed adviser/relationship manager is then on hand, again, pretty much at anytime should they wish to discuss anything or have a visit/phone call. There is no fee for meetings, any communication and so on.

As standard we then review our client’s attitude to risk on a 6 monthly basis, electronically via email, and this feeds back in to our system. If anything is noted that needs to be discussed we then contact the client to discuss this further.

Our services

Unfettered access to your own adviser/relationship manager, that you can communication with for free, as much as you want.

Pensions and Investments
Insurance
Auto Enrolment (Company Pensions)
Mortgages
Will Writing and Estate Planning*
Company Legacy Planning
Free Review with an Accountant
Foreign Exchange Services

As a client of Aventur Wealth, you also receive access to our Personal Finance Portal that will allow you to see your financial overview via our app or online.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Compliance

Some services Aventur Wealth provides, such as Will Writing are not regulated by the Financial Conduct Authority

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