Company Information

Get to know Aurea Financial Planning Ltd

Aurea Financial Planning Ltd is an independent, directly authorised firm of Chartered Financial Planners located in Cornwall. Established in 2011 by Simon and Michelle Card, the company is dedicated to providing a holistic approach to financial planning. Their mission is to help clients achieve their financial and lifestyle goals through personalised advice on retirement planning, investments, pensions, inheritance tax, and protection. As Chartered Financial Planners, they adhere to a high standard of professional and ethical practice.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Aurea Financial Planning Ltd

United Kingdom

Founded in

1977 (49 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.