How would your life change if you knew you had the finances available to support you for the rest of your life? Would it change your outlook on life and work. Would you change how you live? Whether you want to stop work or not, knowing that you have financial freedom can bring a new perspective and enable you to live the life you choose.
Have the confidence to live life to the full, knowing that your plans for life work together with your finances. We are an award winning financial planning company based in Peterborough, Cambridgeshire that specialises in helping our clients achieve their lifestyle ambitions. What happens to your loved ones if something happens to you? Wherever you are in life, inevitably there is a financial impact.
Have the confidence to live life to the full, knowing that your plans for life work together with your finances. We are an award winning financial planning company based in Peterborough, Cambridgeshire that specialises in helping our clients achieve their lifestyle ambitions. What happens to your loved ones if something happens to you? Wherever you are in life, inevitably there is a financial impact.
Services
Becky is the Managing Director of Aurea Financial Planning and as such is responsible for the Strategic Direction of the business. As a Certified Financial Planner, Becky Specialises in providing comprehensive financial planning for both our corporate and individual clients.
Becky's role is to establish a client's aims for the present and the future, by discussing lifestyle and aspirations and helping to create a plan to help them achieve these aims.This is one of the most important, and overlooked, stages of Financial Planning. She works closely with Veena in modelling scenarios for our clients.
Becky's role is to establish a client's aims for the present and the future, by discussing lifestyle and aspirations and helping to create a plan to help them achieve these aims.This is one of the most important, and overlooked, stages of Financial Planning. She works closely with Veena in modelling scenarios for our clients.
We are a well-respected name in the world of Financial Planning. As well as being multiple award winners, they are involved in progressing the progression of Financial Planning throughout the country by their involvement with the Chartered Institute of Securities and Investments and their Financial Planning forum.
Cash flow and wealth charts are at the heart of all of our clients financial plans. We will take you through a simulation of what your future could look like based on decisions you make now. A Financial Plan provides a complete picture of where you are now, including your Net Worth, Income and Expenditure, but crucially shows a forecast of your cashflow and net worth going into the future.
You've worked hard and built up security for yourself. When it's time to start to transfer your wealth to the next generation, we can advise how best to do this, whilst enabling you to retain your own security. Family wealth Management is simply working with you as a family and not 'you' as the client in isolation.
Investments range across a wide range of areas and vary significantly in how much risk there is to your capital. We will take you through a comprehensive risk profile evaluation to understand how much risk you are comfortable with. Many investments have a low risk of absolute loss to your capital, but are commonly graded by the volatility risk.
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Luke Kennedy
Jul 01, 2019
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