Aventur Wealth
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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
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 proprietary, industry leading technology blended with the very best advice.
What makes us special...in short, everything.
We have built a client-focused & user-friendly platform which lets you view all your financial data in one place, giving you complete transparency and visibility of your money. Our service uses a goals-based approach to money management, letting you choose your life goals, & then organise & plan your money 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 & engaging financial planning experience for anyone we work for. Whether you are starting out on your financial journey or already have a clear direction of your goals, we are here to help.
Aventur was set up with the sole belief that everyone should be able to afford high-value financial advice. Our technology is provided to everyone, putting you in control of your financial wellbeing.
We also understand some situations require that little extra attention and advice. Our Private Client team have the tools and experience on hand to support you as required.
So, if you need help…
• as a business owner to understand how to make the most of your opportunities
• to ensure your money is arranged in a suitable way before you arrive or leave the UK
• to protect your family and your hard-earned wealth through careful Estate Planning
• buying or investing in property, and how to arrange and fund the purchase
• increasing your wealth by making sure you only pay the right amount of tax
…then our aim is to always put your interests first. Our skill lies in our ability to listen and support our clients to realise their financial goals.
Why not take the first step on your journey
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