0289 091 2995

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Aurum Wealth Management Ltd Welcomes You

 

What We Do

Analysing the Numbers

Fact Finding

The Path to Success

Our clients are our number one priority, and we’ll go the extra mile to make sure you’re completely satisfied with our work. We take the time to understand your financial needs through a thorough fact finding process designed to match a solution to your needs.

Pension & Investment Recommendation

A Comprehensive Approach

Following on from our fact finding process, we will produce investment recommendations for you by way of a suitability report, whether this is for pension and retirement planning or general investment decisions.

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Business Partners at Work

An Ongoing Service

Expert Guidance

Our service does not end with your investment report and transaction. We remain by your side to give you on going advice throughout your financial journey.

Aurum Wealth Management Limited is an appointed representative of Cheshire Trafford UK Limited which is authorised and regulated by the Financial Conduct Authority. Aurum Wealth Management Limited’s FCA number is 803202

Aurum Wealth Mangaement Limited is registered in England & Wales Co Number 09425338, Registered Office Address is Mill Accountancy, Unit 5 Amelia Court, Retford, Nottinghamshire DN22 7HJ. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. This site is for UK consumers only. Regulations, levels and bases of taxation are subject to change

 

Contact Us

0289 091 2995 or 01623 287951

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