Aventur Wealth

Independent Financial Adviser 14 Shelley Road, Colchester, CO3 4JN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th December 2019
We are a small, boutique and personable company that provides bespoke services designed around the client
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • 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
    • Sharia finance
    • Long term care
Meet our advisers
Thomas Young
Managing Director
adviser-person
Dean Webb
Mortgage Adviser
adviser-person
Nicholas Kennett
Independent Financial Adviser
Louis-Rhys Harvey
Sales Director
adviser-person
Christopher Day
Director
Where to find us

14 Shelley Road, Colchester, CO3 4JN

Make an enquiry
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.

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
£125,000

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