Aurum Financial Advice
Helping you navigate your financial journey with confidence. Click the get started button to schedule a call or send us an email.
Mortgages & Buy-to-Lets
Expert guidance for first-time buyers and investors. Our personalised guidance focuses on developing mortgage solutions that align with your financial objectives,
Comprehensive insurance solutions for peace of mind. These products are designed to give you and your loved ones financial security and peace of mind when life takes an unexpected turn
A will is essential for clearly outlining how your estate should be distributed, while a trust can offer added benefits such as reducing inheritance tax, safeguarding assets for future generations
Insurance Solutions
Estate Planning
About Aurum Financial Advice
Your trusted financial advisor based in Leicestershire, covering all of the Midlands. Dealing with mortgages, insurances, wills, and trusts. Specialising in helping first-time buyers but welcome all clients
150+
15
Trusted by clients
Local expertise
Our Services
Mortgages & Buy-to-Lets
Our personalised guidance focuses on developing mortgage solutions that align with your financial objectives, ensuring long-term financial security and peace of mind. Whether you’re buying your first property, moving to your dream home, or remortgaging to save money, we’ll find a mortgage that works for you. At Aurum Financial Advice, we search a wide range of lenders to secure competitive rates and terms that fit your needs and budget. You’ll get clear advice, no jargon, and full support from application to completion, making the whole process smooth and stress-free. ** Disclaimer: your home may be repossessed if you fail to maintain Mortgage Payments.
Insurance Solutions
We provide a full range of insurance solutions, including Critical Illness Cover, Accident, Sickness & Unemployment Protection, Home Insurance, Life Insurance, Over-50s Insurance, and Landlord Insurance. These products are designed to give you and your loved ones financial security and peace of mind when life takes an unexpected turn. Whether it’s safeguarding your home, ensuring your income is protected during illness, or providing a legacy for your family, I take the time to understand your personal needs and tailor recommendations to suit your situation and budget. My advice helps you navigate the often complex world of insurance, ensuring you have the right cover in place — without paying for unnecessary extras — so you can face the future with confidence.
Wills & Trusts
Our role is to guide you through the process with clear, practical advice, ensuring your arrangements are legally sound, tax-efficient, and aligned with your personal and financial goals. We want to help reduce inheritance tax and lengthy probate delays while ensuring your assets are protected and your wishes are honoured. * Wills are not regulated by the Financial Conduct Authority.
Aurum Financial Advice helped me secure my first mortgage with ease and confidence. So grateful to have used Aurum.
Raj Patel
The guidance on wills and trusts was invaluable. I felt supported throughout the process and Jay was just fantastic
Anita Shah
