Aventur (Chelmsford)

Independent Financial Adviser  Aventur House, Colchester, CO3 3JN
First meeting at adviser's own cost
At Aventur we have a next generation approach to independent financial advice. We balance the high-quality and client-focused advice you would expect from your trusted professional, with advanced technology and sophisticated investment strategies.
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

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.

What our clients say
Rebecca has helped us set up our Auto Enrolment pension for our business, as well as setting up personal saving & investment plans. She spends a lot of time getting to know your personal needs and I know she finds the best solution for your needs.
Mrs B, Brentwood
*How did Rebecca Welthy help you? Rebecca reviewed my pension plans and personal finances. Based on her review and the information that I provided, she compiled a forward finance plan which included an inheritance, existing mortgage products and pensions and switched my pensions to a more flexible account that allowed me access whilst providing a good return. *Have you seen the outcome you were hoping for? Most definitely! I have been able to gain access to funds which were not previously available and I have a better forward plan for my both my retirement and current mortgage. *What could they have done better? I don't think that Rebecca could have done anything better. Her advice was based on detailed review, she provided concise recommendation and documentation and assisted me throughout the process and continues to give me support and advice.
Mr T, Upminster
My wife and I met with Rebecca on a number of occasions, each time putting forward our current concerns and explaining what we wanted from our money. Rebecca listened carefully, questioning where necessary, and came up with individual recommendations after each meeting. Each recommendation reflected our financial position at the time, so was different, but with a consistent aim, every time. Once we decided to proceed with Rebecca she was very helpful in setting things up and has been in contact with regular updates. She is always available if we have questions, responding quickly, professionally and fully addressing our questions.
Mr C, Upminster
Rebecca analysed my financial situation and expectations and was able to advise and explain the possible solutions and obstacles to me. She also supported me directly with one of the pension fund companies that was giving me problems with contradictory feedback.
Mr M, Upminster
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
Service coverage
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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