Aventur Wealth

Independent Financial Adviser  Aventur House, Colchester, CO3 4JN
First meeting at adviser's own cost
A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.
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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Pensions transfer
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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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 income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
8.2/10
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FCA authorised
Last authorised 8th March 2021
Meet our advisers
Mr Lance Burnham
Independent Financial Advisor

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.

Mrs Bianca Williams ACSI
Independent Financial Adviser

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

Mr Tom Young
Managing Director
About us

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

It’s HOW we deliver financial advice that makes us very different to other firms.

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.

Contact us for a free chat, and allow us to show you our performance and the benefits of our service.

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 advisor 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 making sure they stay on track.

Where to find us
Head office address: Aventur House, Colchester, CO3 4JN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
8.2/10
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FCA authorised
Last authorised 8th March 2021

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