Aurea Financial Planning

Financial Services in Peterborough

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Suite 15
Cross Street Court
11/13 Cross Street
Peterborough
Cambridgeshire
PE1 1XA

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Opening hours

Monday: 9am - 5pm

Tuesday to Thursday: 9am - 5:30pm

Friday: 9am - 5pm

Saturday to Sunday: Closed


Key Services

Aurea Financial Planning, fianancial institutions, financial advice



About

  • Financial Planning
  • Retirement Planning
  • Wealth Preservation
  • Pensions
  • Investments

Aurea Financial Planning and You

We are an award winning company of Financial Planners and Advisers. We produce comprehensive financial plans to help you to plan your future into retirement with the lifestyle that you are looking forward to. Our services are particularly suited for professionals with earnings above £100,000per annum or those who have built up assets greater than £400,000. We also help companies with their employee benefit schemes for those looking for excellent benefits and advice for their employees.

Specialist Services

Clear Fee Structure by Certified Financial Planners. We are one of the few companies in the UK offering a true financial planning service Accredited by the Institute of Financial Planning, the Professional Body for Financial Planning in the UK.

Independent Financial Planning

Financial Planning is a combination of Independent Financial Advice and Life Planning. Financial Advice is product related, making recommendations on suitable products. The real value in what a Financial Planner can offer you though is putting together a 'Plan' for you future. This means finding out about 'YOU'! You are the centre of a Financial Plan, what sort of lifestyle you would like to lead, when you would like to stop work, where you would like to retire, then we plan your wealth around your lifestyle, not the other way around! Contact us for a no obligation chat about how we can help.

Trading Since

1977

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Products and Services

We offer these services

  • Wheelchair access
  • website

We offer these payment methods

  • Cheque
  • PayPal
  • Bank Transfer
  • Standing Order

Testimonials

Overall are you satisfied with our services? Yes, perfectly satisfied Why would you recommend Dunham Financial to others? Personal treatment, always aware of situation

M.F. Barber, Bucks


Testimonials are added by the business owner and are not independently verified.