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.

Founded in

United Kingdom