Aurea Financial Planning Ltd.

We are based in Peterborough city centre and our office is easy to reach both from the main A1 motorway or just a 5 minute walk from the main line train station. We also use offices in London for client meetings if these are more convenient for you. Initially we will set up a meeting with you to find out a little bit more about you. This doesn’t mean that we want a list of your assets, but does mean that we want to understand what makes you ‘tick’. Finding out what would make our relationship a success, finding out about you and what we can do that will really help you live how you want to live. We can’t perform miracles, but we can certainly make life easier and without question can provide peace of mind in major decisions. We will help you to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us. There’s no charge, and no obligation, while we find out together how we can best help you, and whether our services are right for you. The Financial Planning and Review process is comprehensive and you should be prepared to invest time and effort, as well as money into the process. You should be prepared to go through a Financial Road Map which will ask you questions to really establish where you want to be later in life. After the initial meeting we will establish whether you want to work with us, and whether we feel that our service is compatible with your needs. We will then arrange some ‘fact finding’ which involves going through a questionnaire to ascertain your personal financial details and finding out what you already have in place. These details will be combined with where you would like to get to, and used to construct a Cashflow forecast for you. The Cashflow will form the basis of your Financial Plan. You will have the chance to go through the Cashflow and we will put together some ‘What if’ Scenarios for you. These can be great fun, especially if you let your imagination go a little wild! Your Written Financial Plan will show the main scenarios as well as those that you have chosen to target and set out any recommendations that we feel you need. Further meetings will then be set up to discuss your plan and then to action any of the points raised. We always recommend that you consider a review service so that you can be sure your plan remains up to date and you are on track to meeting your objectives. Our clients also benefit from other services such as seminars and quarterly newsletters. We can also look into any investment plans that you have and research these on your behalf. In almost all cases, we provide a plan that would be impossible for a client to compile themselves. Our proposal will be fully explained and costed out so that you’ll know all the details before you agree to anything. The lifetime cashflow forecast is invaluable to most people as those who feel that they are making sufficient provision can be shocked at how little difference their existing provision will make. Of course it can work the other way around and you do not need to alter anything. Either way, you will know where you are and where you are going. Once the initial relationship has been established, we will provide an ongoing service suitable for your requirements. Typically this will involve a quarterly ‘check in’, a half yearly Investment Review, and a full annual Financial Plan. We will, of course, work in whatever way suits you best. We are very conscious that time – yours and ours – is both scarce and valuable, so we will try to work as efficiently as possible at all times, while always maintaining the quality of our service to you.

Address: Suite 15, Cross Street Court, 11/13 Cross Street, Peterborough PE1 1XA, United Kingdom

Phone: +44 01733 345525
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