Aventur (Chelmsford)

Independent Financial Adviser  Aventur House, Colchester, CO3 3JN
First meeting at adviser's own cost
Aventur brings a next generation approach to independent financial advice. We balance high quality, client focused advice with advanced technology and sophisticated investment strategies to deliver cost effective, exceptional results.
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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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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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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Critical illness
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Income protection insurance
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Life 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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Group ISA
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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 life insurance
Meet our advisers
Miss Rebecca Welthy
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

My main priority is to build & maintain long-term relationships with my clients, ensuring they have the highest level of service and fully understand what I am recommending.

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

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.

Our services

We are experts in financial forecasting. We create bespoke financial plans based purely on what people want to achieve in life, what matters most to them and what their lifestyle aspirations are for the short, medium and long term. The plans we put in place are bespoke, strong, adaptable and designed to withstand whatever market conditions we encounter in the future.

We consider and continually monitor tax legislation and allowances, as well as the client's attitude to risk and investment horizons. From there, we build a robust investment portfolio to help people achieve their goals in a professional, clearly structured and understandable way.

Our clients have their own dedicated financial adviser who is contactable both in and outside of office hours if needed. We meet with our clients every 6 months to review their financial situation, determine if their goals have changed and make the necessary alterations to their financial plan, to ensure they stay on track.

Where to find us
Head office address: Aventur House, 14 Shelley Road, Colchester, CO3 3JN
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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