Aventur (Chelmsford)

Independent Financial Adviser  Aventur House, Colchester, CO3 3JN
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FCA authorised
Last authorised 16th May 2022
We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals. We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.
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 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
About us

The team behind Aventur bring together years of financial services experience with an ultra modern vision to bring innovation to an industry which has long resisted change. We understand that your money is important and we treat that way! With over £130 million of client money under management, our experienced team of financial planners share our ambition for change, using our industry leading technology blended with the very best advice. We are ready to help you wether you are starting out on your financial journey or already have a clear direction of your goals.

What makes us special...in short, everything.

We have built a client-focused and user-friendly platform which lets you view all of your financial data in one place, giving you complete transparency and visibility of your money. Our platform uses a goals-based approach to money management, letting you choose your life goals, and then organise and plan your money in order to achieve them. Our platform is inclusive and is available to all our clients regardless of the advice they need, age or their net worth. This provides a truly unique and engaging financial planning experience for anyone we work for.

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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Aventur House, 14 Shelley Road, Colchester, CM3 3HQ

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