Aureus Wealth Management

Find out how close you are to financial freedom, take the free 3-minute retirement readiness scorecard

Are you dreaming about the freedom to choose your retirement date, but not sure if your finances are truly ready? Many people wonder if they've saved enough, if their pensions are working as hard as they could, or if they’re on the right track to retire comfortably. If you want clarity on your retirement readiness and a step-by-step plan to get there, find out where you stand now with our quick quiz https://quiz.aureus-wealth.com/retire

One not to be missed!

Our next event is in 48 HOURS!!

You do not want to miss this - Andrew Scott is a local legend who will be sharing some incredible insight around entrepreneurship.

Last few tickets available at the link in the comments 🤙🏻

Don't miss out!

Speaker Announcement

For our first event, we’re thrilled to welcome two exceptional sales experts to share their knowledge and insights with us!

Stuart Pearce

If you've ever seen Stuart deliver a talk or training session you'll see the passion for what he does in an instant. With 25 years of experience behind him he has trained sales people and business owners across the globe from Hong Kong to Manchester. He has a knack for finding the answer to any and all of your sales questions. He has a wealth of knowledge in sales and its associated difficulties and manages to deliver sales training that makes sense to whoever he's working with, he breaks it down and shows you exactly how to do it in your own way.

Tom Bright

Tom has over 20 years B2B Sales Experience and Is the Founder of Bright Evolve, a consultancy which works with early-stage businesses to help them achieve profitable, repeatable & scalable growth. Bright Evolve achieves this via a combination of service offerings and an online tool which is an essential sales ally for Founders & Leaders of growing companies. Tom has worked across the world, with experience in Europe, APAC and the US, but as a proud Bristolian he’s passionate about supporting the local economy.

This is a fantastic opportunity to gain valuable insights, refine your sales strategies, and ask your burning questions. Don't miss out!

Ticket details in comments

📅 Date: 27/03/2025
📍 Location: The Food Works South West
⏰ Time: 9:30 AM – 1:00 PM

Aureus Wealth Management Turns 3!

Just like that, three years have flown by! It’s been an incredible journey, full of challenges, lessons, and big wins. I remember in my first year, I had no idea how things would unfold… anxious, nervous but quietly confident. My second year, so proud of everything I had achieved and all the obstacles we overcame together along with all the relationships I had built.

Looking back, it’s been one of the best decisions I’ve ever made.

The real highlight for me has been the people. I’ve had the privilege of working with so many amazing clients, many of whom I now consider friends. Your trust and support have been the foundation of this business, and I’m truly grateful for every referral, every recommendation, and every conversation along the way.

On a personal level, one of my biggest goals when I started was to create more flexibility in my life, to be there for my family and to build something that aligned with my values. I’m proud to say I’ve been able to do that while helping others achieve their own financial goals.

And to top it off, I’m delighted to have been recognised as a VouchedFor Top Rated Adviser for the third year in a row. These things matter because they’re based on real client feedback, and it’s a reminder of why I do what I do.
So, a big thank you to everyone who has supported Aureus Wealth Management over the past three years.

So, from the bottom of my heart, thank you. Here’s to another year of growth, learning, and helping more people achieve their financial goals.

If you know someone who could benefit from financial advice, feel free to put them in touch, I’d love to help.

It's finally here 😁

Brave Networking: Our First Event is Here!

We’re thrilled to launch Brave, a networking group designed for founders and entrepreneurs who want to connect, collaborate, and grow. This isn’t just another networking event—it’s a space for real conversations, fresh ideas, and game-changing insights.

📅 Date: 27/03/2025
📍 Location: The Food Works South West
⏰ Time: 9:30 AM – 1:00 PM

What to expect:
✅ Two expert guest speakers sharing their insights on business growth & innovation
✅ A panel Q&A session where you can get your burning questions answered
✅ High-quality networking with like-minded founders and entrepreneurs

Whether you're just starting or scaling your business, this is an opportunity to learn, share, and make valuable connections.

Be part of something different. Be part of Brave.

🎟️ Secure your spot now: https://www.eventbrite.com/e/brave-networking-and-business-club-tickets-1272221872869

⚠️ Limited Spaces – We’re keeping this first event exclusive with just 20 attendees, and with almost 200 people on our waiting list, tickets will go fast!

This is just the beginning! We’ll be hosting more events, networking sessions, and even conferences in the future—so if you don’t get a spot this time, stay tuned for bigger opportunities to connect and grow.

As the year comes to an end, I want to take a moment to express my heartfelt gratitude. To my clients, thank you for trusting me to guide your financial journey, it’s a privilege I hold with the utmost care. 💛

I’d also like to extend my appreciation to the wonderful connections and partnerships I’ve built with other businesses throughout the year. Your collaboration and support have been invaluable, and I’m truly grateful to have built such a fantastic network. 👏

Wishing you all a joyful holiday season and a prosperous New Year. Here’s to continued success and growth in 2025! 🪴

161 sign ups and counting!

Neil Criddle at Neil's Data Consultancy and I have been busy planning for the launch of Brave Family Business club.

Its great to see so many local businesses interested and supporting something unique in our little town of Weston.

The responses we have received so far from the questionnaires have been invaluable. Its really giving us an insight to what you all want and need help with as business owners which really resonates with us.

Thank you for your support so far as its really helping us understand what areas we should be focusing on.

If you haven't already, please sign up to the waiting list and complete our questionnaire.

Link in comments!

What's your retirement readiness score?

Take our quiz to find out if you're on the right track with your pensions, investments, and financial planning.

Aureus Wealth Management will help you:

• Consider your financial needs in retirement
• Explore the different ways you can fund it
• See how you can simplify your pension pots

Now, more than ever, savers need to engage with their own retirement outcomes. It’s time for us all to picture our future.

75% of UK adults don’t know how much is in their pension pot.

Many employees are only saving very little for retirement. Almost a fifth of working-age private sector employees (around 3.5 million people) do not do any pension saving in a given year.

Fewer than one-in-five self-employed workers are saving in a pension.

What's your retirement readiness score? 75% of UK adults don’t know how much is in their pension pot. Many employees are only saving very little for retirement. Almost a fifth of working-age private sector employees (around 3.5 million people) do not do any pension saving in a given year. Fewer than one-in-five self-employed workers are...

So far over 120 businesses are interested in connecting with one another in Weston super Mare. If you're interested in joining this group, click on the link in the comments to learn more!

The group will give you networking opportunities, access to resources, events and much more.

Early adopters and founding members will receive extra benefits for joining early.

Brave Family