Independent and bespoke financial planning

Adaurum offers Independent and bespoke financial planning. By only offering independent advice, we are not tied to any one organisation and can therefore advise both corporate and individual clients on a totally impartial basis.

Advising since 1988

We have been advising clients since 1988 and are an established provider of independent financial services with over 50 years collective experience in the financial services market. Directly authorised by the Financial Services Authority we offer advice and guidance on pensions, investments, protection and mortgages from the whole of the financial services market.

The initial meeting is at our cost and may be at your home or office or at ours. We will ask you lots of questions to make sure we have a clear understanding of your situation and what you want to achieve. If required, we will liaise with your accountant or solicitor to provide a fully joined up service where this is appropriate.

We believe in providing a professional and personal financial planning service that sets us apart from the banks and other multi-national organisations. Our core values are for integrity, honesty and transparency with the aim of adding value to your financial well-being.

We only offer an Advisory service. We do not offer a transactional service as we believe that this can confuse or dilute our proposition. We believe that our skills lie in advising clients, arranging plans for our clients and building our relationship.

Since 1998, the business has grown steadily and we now manage funds in excess of £95 million on behalf of our clients, and help hundreds of customers each year plan for their future.

Our aim is to provide unbiased financial solutions on a wide range of topics. By offering a fully holistic approach, we can advise on a wide range of areas – from a young person’s first saving scheme, to the more complex elements of retirement planning.

We aim to build long term relationships with customers and provide all their financial advice needs throughout their lifetime rather than acting as an “order taker” who just processes a customers transaction.