Personal Wealth Management

Working closely with you we can ensure that you make investment decisions that reflect your needs, objectives and attitude to risk.

Personal Wealth Management

Whether you’re building your wealth, protecting it, or trying to pass it down to future generations – our advisers at Aurora have vast experience in providing the recommendations and helping hand you need.

We’ll help you make the most of your wealth so you can enjoy it while you can, whilst also achieving your long term goals through careful management.

We can advise on investments including (but not limited to):

  • ISA’s
  • Pensions
  • Savings & Share Portfolio’s
  • Investment Trusts
  • Open Ended Investment Contracts
  • Bonds
  • All Trusts
  • Long Term Care Bonds
  • Alternative Investments
  • IHT, EIS & VCT’s
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We will establish your goals and help you manage your objectives at a pace that suits you.

We can ensure that you are making the best use of tax allowances, spare capital, inheritance and surplus income – because managing your finances is an essential part of securing your future.

Get in touch with us today for a free initial consultation!