Aurelian Financial Planning - Berkhamsted

Kim M.

I have been working with Ed for the past two years, and I feel extremely confident and secure in his financial advice.

He began by discussing my financial goals, lifestyle and personal aspirations in order to create a financial strategy. His communication is clear and patient and I particularly appreciate how proactive he is, reaching out with market updates, checking in on progress and suggesting adjustments based on life changes.

If you're looking for a trustworthy, knowledgable and genuinely caring financial adviser, I strongly recommend Ed and his team!

David

Ed has been looking after my pension, my family trust and my general financial affairs for a few years now and my wife and I have been very impressed with his high level of financial expertise, his diligence and his accessibility, having experienced several advisers over the years. After we approached him for a general financial planning ‘health check’, he rapidly gained a detailed understanding of our finances and gave us very practical, no-nonsense advice about how we might best manage them in the future, both in the short-term and the long-term. He also has a calm and friendly demeanour and does not rush you into anything. He gives very clear and genuinely independent advice, he takes great care to explain it in terms we can understand, and he patiently answers all our questions. The advice he gave us has also proved very sound, because our finances have never been healthier. He also happens to be a very nice and approachable person. Nothing seems to be too much trouble for him. I would highly recommend Ed to anyone seeking independent financial advice.

P C.

Ed has provided my wife and I with financial advice over the last two years in relation to a mix of domestic and business related matters. His advice is always clear and considered. He is very thorough in his research. He always makes sure his advice is understood.
I am confident in the service he provides to us.

Ben H.

I’ve been working with Ed as my financial advisor for over 2 years now. He’s always very responsive and takes the time to explain detailed things in a way that’s clear and easy to understand - no question ever feels too small or silly. Ed’s approachable style and consistent support have made feel confident about my finances.

Sean

Ed is someone I feel very comfortable endorsing, he’s extremely knowledgeable and up to date with the ever changing markets. He’s been incredibly helpful with pensions, investments and general financial planning. Finally, he’s readily available to provide reassurance or reasoning during uncertain market conditions or new announcements.

davie D.

I have known Ed, for 2 years now. I rely on him for all my upto date information and financial advice, on all of my financial products. He has always delivered, good strategic advice, on all my financial needs, and he will always go the extra mile to sort out any issues, that may arise, and I will always continue to rely on him in the future. And I wish him all the best in the future.

Caroline

Ed's planning has given me great confidence and peace of mind. He is meticulous and extremely knowledgeable. His manner is professional and very approachable, and he explains his analysis and advice clearly. I recommend him highly.

Sam B.

Recently used Aurelian to help form a financial plan & can highly recommend, I found Ed very welcoming, helpful & informative. Now that Ed has formed a plan (which I should’ve done years ago) I’m very much looking forward to working with them moving forward.