Aureus Wealth Management
30 Taunton Road, North Somerset BS22 7DU, United Kingdom
About the Business
Welcome to Aureus Wealth Management, a leading finance establishment based in the heart of Weston-super-Mare, United Kingdom. Our team of experienced professionals is dedicated to providing high-quality financial solutions that meet the diverse needs of our clients.
At Aureus Wealth Management, we understand that every individual has unique financial goals and requirements. Therefore, we provide personalized financial planning and asset management services to help our clients achieve their desired outcomes. Our comprehensive suite of services includes investment management, retirement planning, tax planning, estate planning, and more.
We are committed to delivering exceptional client experiences, and our team prides itself on providing the highest level of service and support. We work closely with our clients to understand their needs and financial aspirations and develop solutions that align with their objectives. Our team is approachable and responsive, and we always put our clients' interests first.
Our office at 30 Taunton Rd, Weston-super-Mare BS22 7DU, provides a welcoming and professional environment, where clients can meet with our team to discuss their financial needs. Whether you are looking for expert financial advice or need assistance with managing your investments or retirement planning, our team is here to help.
As a point of interest within the community, Aureus Wealth Management is invested in supporting local initiatives and charities. We believe in giving back to the community and strive to make a positive impact on the lives of those around us.
Thank you for considering Aureus Wealth Management for your financial needs. We look forward to working with you and helping you achieve your financial goals.
Photos
Contacts
30 Taunton Rd, Weston-super-Mare BS22 7DU, United Kingdom
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
09:00 - 18:00
Sunday:
09:00 - 17:00
Reviews
"Wince took his time to really understand what was important to us. We recently welcomed a new addition to our family and Wince has made sure our family is protected."
"Great service from start to finish. Weyshen has a wealth of knowledge and is very professional. I would definitely recommend him for all your financial needs! Top class customer experience."
"Professional, friendly and full of useful knowledge!! Used Aureus when my mother had trouble with her last financial advisor as she had some issues with her pension. Wince was amazing and I could not fault the amount of effort he went to and now we can all relax ! 110% will be using Wince for all our family's investments. Thank you once again Wince"
"Our needs as an entire family were carefully considered as we made arrangements for life insurance and other policies with Aureus. All smooth sailing and no hassle. Thank you again."
"I needed help with my pension arrangements which Wince has helped me with. He was very knowledgeable and patient. He gave me peace of mind that I needed and always kept me informed at all times. I would highly recommend Wince at Aureus Wealth to my friends and family."
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