Aureus Wealth Management - Weston-super-Mare

Address: 30 Taunton Rd, North Worle, Weston-super-Mare BS22 7DU, United Kingdom.
Phone: 7360143759.
Website: aureus-wealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Aureus Wealth Management

☎️7360143759

⏰ Open Hours of Aureus Wealth Management

Monday: 9 am–6 pm
Tuesday: 9 am–6 pm
Wednesday: 9 am–6 pm
Thursday: 9 am–6 pm
Friday: 9 am–6 pm
Saturday: 9 am–6 pm
Sunday: 9 am–5 pm

Aureus Wealth Management: Un Profesor en la Gestión Financiera

Aureus Wealth Management se encuentra ubicado en la dirección

Address: 30 Taunton Rd, North Worle, Weston-super-Mare BS22 7DU, United Kingdom.

, en el corazón de la ciudad de Weston-super-Mare, en el Reino Unido. Puedes contactarlos por teléfono en

Phone: 7360143759

o visitar su página web en

Website: aureus-wealth.com

Especialidades y Características

Aureus Wealth Management se destaca por sus servicios de planificación financiera, ofrecidos por expertos en el campo. Sus especialidades incluyen:

Planificación financiera
Asesoramiento en inversiones
Creación de planes de pensiones
Análisis de riesgos financieros

La empresa también ofrece servicios en línea, lo que permite a los clientes programar citas de manera conveniente. Además, cuenta con instalaciones accessibles para personas con discapacidad, incluyendo un estacionamiento y una entrada y un baño accesibles para personas con discapacidad, así como baños de género neutro y espacio seguro para transgénero.

Opiniones y Calificación

Aureus Wealth Management ha recibido 31 opiniones en Google My Business, lo que refleja su compromiso con la satisfacción del cliente. La media de opinión es de 5/5, lo que indica una excelente reputación en el mercado.

Recomendación Final

Si estás buscando un profesional en la gestión financiera que te ofrezca asesoramiento personalizado y confiable, Aureus Wealth Management es una excelente opción. Visita su página web y contacta con ellos para programar una cita. Recuerda que su equipo de expertos está dispuesto a ayudarte a alcanzar tus objetivos financieros. No dudes en contactarlos

👍 Reviews of Aureus Wealth Management

Aureus Wealth Management - Weston-super-Mare

josh V.

5/5

I can't recommend Wince enough! He was a massive help when I was getting ready to set up my own business. Tax planning was giving me a real headache, but he made it all make sense and gave me some great advice that really worked in my favour.

What I really appreciated was how Wince took the time to get to know my situation and what I wanted to achieve. He didn’t just give me generic advice everything was tailored to my needs, which made me feel confident moving forward. He was super easy to talk to and always available when I had questions. I couldn't recommend him enough!

You'll be in safe hands with Aureus Wealth Management! ⭐⭐⭐⭐⭐

Tom B.

5/5

I tried Financial planners before and hated the experience, it always felt like so much admin and I never met someone who gave me confidence. Wince was a game-changer for me, recommended to me and took time to get to know me before taking everything away and sorting it for me. He's gone the extra mile on more than one occasion, and I look forward to a relationship with him until the day I die (which, thanks to Wince, will be a good day for my wife)

Cathryn B.

5/5

Wince has been fantastic. He has helped to set up a financial plan and combined my pensions. 100% recommend!

Melissa S.

5/5

Wince is very professional and a pleasure to work with. Providing personal pension advice tailored to our requirements. Would and have already recommended to others.

Kevin R.

5/5

Wince is my number 1 go to person when i need any advice regarding building wealth , safeguarding for my future and knowing how i can make my money work harder for me.

I would refer wince to anyone and urge you to have a chat with him

Rebecca T.

5/5

Wince has been an invaluable asset in my financial journey. His expertise and personal experience in property investment have proved instrumental in guiding me towards making informed decisions and achieving my desired outcomes. He took the time to understand my specific goals and aspirations, allowing him to tailor his advice to my unique situation. He shared his wealth of knowledge and insights, providing me with a solid understanding of the property market and the intricacies of investment strategies. He patiently answered all my questions and addressed any concerns I had along the way, ensuring that I felt confident and empowered in my decision-making process.

Martyn S.

5/5

Wince was fantastic. Helped me consolidate my pensions explain all options and plan for retirement. Great guy.

erin S.

5/5

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.