Parget Cottage, Bell Ln, Marlesford, Woodbridge, IP13 0AHMake an enquiry
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.
We work with a range of clients, from individuals to whole businesses. You do not need to have a minimum salary or minimum amount of money saved. If you have a financial goal that you'd like help with, we want to hear from you!
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