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HOW WE CAN HELP YOU

At Aventur Wealth, we provide comprehensive financial advice tailored to your unique circumstances. Our holistic approach considers every aspect of your financial life. We work with dedicated advisers who understand your goals, your concerns, and your priorities. Our robust advice process ensures clear, honest guidance at every step.

EXPLORE OUR SERVICES

SERVICES FOR INDIVIDUALS

We help you understand your current position and build a financial plan that supports your goals, adapting as your life and priorities evolve.

I WANT TO GROW MY WEALTH

Build a diversified investment strategy tailored to your goals, timeframe, and appetite for risk.

START GROWING MY WEALTH

I WANT TO PLAN FOR RETIREMENT

Get your pension working harder, with a clear plan for the retirement you actually want.

PLAN MY RETIREMENT

I WANT TO PROTECT WHAT I'VE BUILT

Cover for life, illness, and income, so the unexpected doesn't derail your finances.

PROTECT WHAT I'VE BUILT

I WANT TO BE MORE TAX EFFICIENT

Make the most of your allowances and reliefs, with a tax strategy that works across your whole financial picture.

EXPLORE TAX PLANNING

I WANT TO PASS ON WHAT I'VE BUILT

Reduce your inheritance tax exposure and pass on more of what you've worked for.

PLAN MY INHERITANCE

I WANT TO PLAN MY ESTATE

Get your will, trusts, and legal arrangements in order, so your wishes are protected.

PLAN MY ESTATE

I WANT TO PLAN MY FUTURE FINANCES

See the full picture from your income and savings to your financial goals, mapped into one clear financial plan.

BUILD MY FINANCIAL PLAN

I WANT THE RIGHT MORTGAGE FOR ME

Get whole-of-market advice on buying, re-mortgaging, or investing in property.

FIND MY MORTGAGE

I WANT TO RELEASE EQUITY FROM MY HOME

Potentially access the wealth tied up in your home, without having to move.

EXPLORE EQUITY RELEASE

OTHER ADVICE AREAS

US EXPAT FINANCIAL PLANNING

US citizens living in the UK face dual tax obligations and complex compliance requirements. We help you navigate FBAR and FATCA compliance, cross-border pensions, and tax filing coordination, ensuring that you stay compliant on both sides of the Atlantic.

I'M A US EXPAT

SUSTAINABLE FINANCIAL PLANNING

For those who want their money to reflect their values, we build financial plans that align with your environmental and social priorities without compromising on performance. From ethical investing to impact-led strategies, we help you grow wealth on your own terms.

EXPLORE SUSTAINABLE FINANCIAL PLANNING

PLANNING FOR LGBT+ COMMUNITY

Through our partnership with GayWealth, we're able to connect clients in the community with our expert team at Aventur.

GET IN TOUCH WITH OUR LGBT+ TEAM

SERVICES FOR BUSINESS OWNERS

We help you understand your current position and build a financial plan that supports your business goals, adapting as your life and priorities evolve.

CORPORATE PLANNING SERVICES

Strategic financial planning built around your business's long-term goals.

PLAN MY BUSINESS FINANCES

PLAN TO EXIT A BUSINESS

Early, structured planning that protects the value of your business at exit.

PLAN MY EXIT

PROTECT MY BUSINESS

Cover for key people and shareholders, so the unexpected doesn't threaten continuity.

PROTECT MY BUSINESS

OUR APPROACH

ESTABLISH

We follow a structured, transparent process to ensure your financial plan is comprehensive and truly reflects your needs.

IDENTIFY

We collect detailed information about your financial position, your goals, your concerns, and your timeline.

ANALYSE

We conduct an in-depth review of your current situation, identifying gaps, risks, and opportunities.

DEVELOP

We create a comprehensive financial plan with specific recommendations tailored to your objectives.

IMPLEMENT

We present our findings, discuss your options, and help you execute the agreed plan.

MONITOR

We conduct regular reviews to ensure your plan remains on track and relevant to your changing circumstances.

READY TO GET STARTED?

Whether you’re planning your future with your family in mind, or future-proofing your business, our team can help you. Arrange a free, no-obligation consultation with our team and take the first step in your six-step plan.

GET IN TOUCH

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Legal

Aventur and Prive are trading names of Aventur Wealth Ltd (FRN 968770) and is authorised and regulated by the Financial Conduct Authority. Aventur Wealth Ltd Registered Address: Broadgate Tower, 20 Primrose St, London, EC2A 2EW. Registered in England & Wales No. 12632431. Aventur Group Ltd Registered Address: Broadgate Tower, 20 Primrose St, London, EC2A 2EW. Registered in England & Wales No. 13099489. Contact the Financial Ombudsman here. Some forms of Estate Planning are not regulated and are dealt with by a third-party firm separate to Aventur.