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, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
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, located at Address: 30 Taunton Rd, North Worle, Weston-super-Mare BS22 7DU, United Kingdom, is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a phone number: 7360143759, this company offers various services to meet the unique needs of its clients.

Aureus Wealth Management's website, Website: aureus-wealth.com, provides detailed information about its services, team, and approach to financial planning. The firm's specialty is as a Financial planner, offering personalized financial advice and solutions to clients.

The company has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it accessible to all individuals. Additionally, Aureus Wealth Management offers online appointments and onsite services, providing flexibility and convenience for clients. The firm is also proud to be a LGBTQ+ friendly and Transgender safespace, promoting inclusivity and respect for all individuals.

Aureus Wealth Management has received numerous positive reviews from its clients, with a average opinion: 5/5. Specifically, there are 31 reviews on Google My Business, demonstrating the company's commitment to client satisfaction.

Overall, Aureus Wealth Management is an excellent choice for those seeking financial planning services. The firm's location, services, and commitment to accessibility make it a convenient and trustworthy option for individuals and businesses. If you are looking for a financial planner, we highly recommend visiting Aureus Wealth Management's website, Website: aureus-wealth.com, to learn more about the firm and its services. Contact them today to start your journey towards financial success.

👍 Reviews of Aureus Wealth Management

Aureus Wealth Management - Weston-super-Mare

josh veryard

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 Bright

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 Bishop

5/5

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

Melissa Sweet

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 Rice

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

Martyn Shaddick

5/5

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

Louis Hammond

5/5

Wince is really helpful and friendly. Really knows his stuff and has great ideas. Would highly recommend.

Lauren James

5/5

Wince has helped me to think more long term and plan ahead and establish strong saving and investments habits early on.