Our Services

Expert financial advice tailored to your needs based in Leicestershire servicing the midlands

Mortgage Solutions

Our personalised guidance focuses on developing mortgage solutions that align with your financial objectives, ensuring long-term financial security and peace of mind. Your home is more than just bricks and mortar — it’s where life happens. 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. Wills are not regulated by the Financial Conduct Authority.

Insurance Guidance

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

A will is essential for clearly outlining how your estate should be distributed at the same time, a trust can offer added benefits such as reducing inheritance tax, safeguarding assets for future generations, and avoiding lengthy probate delays. Without these in place, your estate could be handled in a way that doesn’t reflect your wishes and may create unnecessary stress for your family. 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.