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

When considering your financial future, finding a reliable Financial Planner is crucial, and Aureus Wealth Management at Address: 30 Taunton Rd, North Worle, Weston-super-Mare BS22 7DU, United Kingdom, seems to be a commendable choice. With a phone number Phone: 7360143759 and an easily accessible Website: aureus-wealth.com, potential clients can reach out effortlessly.

Aureus Wealth Management specializes in providing Financial Planning services, indicating their commitment to guiding individuals through complex financial decisions with expertise and care. Their Other points of interest are noteworthy, especially for those who prioritize inclusivity and accessibility. They offer Online Appointments, making it convenient for clients to schedule consultations from the comfort of their homes. Additionally, their premises are fully Wheelchair Accessible, ensuring that everyone, including those with mobility issues, can receive the professional advice they need. The establishment includes a Gender-neutral Restroom and LGBTQ+ Friendly policies, reflecting a commitment to serving a diverse clientele.

The opinions collected from Google My Business reveal that Aureus Wealth Management has received 31 reviews, with an impressive Average Opinion Rating of 5/5. This high rating underscores the satisfaction of their clients, suggesting a company that not only delivers on its promises but also excels in customer service and care.

For those seeking a Financial Planner who combines professionalism with a customer-centric approach, Aureus Wealth Management appears to be a top choice. Their flexible appointment options, combined with a welcoming, accessible environment, make them stand out in the competitive financial services sector.

👍 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

Louis H.

5/5

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

Lauren J.

5/5

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

Martyn S.

5/5

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