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Caroline Wishart-Young Dip Fa
Independent Financial Planner - Retirement Planner - Financial Goal Setter at Aventur
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Work Experience
Apr 2021 - Present · 3 years and 9 months
Independent Financial Planner - Retirement Planner - Financial Goal Setter
Sep 2021 - Present · 3 years and 4 months
Trainee Independent Financial Planner
Apr 2021 - Sep 2021 · 5 months
Mortgage Advisor
Jul 2018 - Sep 2021 · 3 years and 2 months
Company Details
11-50 Employees
Aventur is an award-winning, high growth FinTech business bringing an unprecedented approach to managing personal finance. Launched in early 2021 we’ve already been trusted with over £150m of client investment, makes us one of the fastest-growing FinTechs in the UK. With over 40 years of industry experience, our team includes some well-respected experts in the industry, and we are on a mission to deliver personalised plans to help our clients hit their financial life goals, through our modern technology, platform, and experienced advice team. Our platform is independent of any one provider and puts investors firmly in control of their money, meeting the growing demand for a more modern advice solution and challenging the expensive outdated financial advice industry. We want to redefine financial advice using cutting-edge technology to offer individuals a more modern, transparent, and affordable solution. We became a certified B Corp status in November 2023, and are committed to helping the planet by balancing profit and purpose, both in our business operations and service offering. We also launched our dedicated ESG portfolio to clients in 2022. Join us on our journey as we revolutionise personal finance management and create a brighter financial future for all. Aventur is a trading name of Aventur Wealth Ltd (FRN 968770) and is authorised and regulated by the Financial Conduct Authority. Aventur Wealth Ltd Registered Address: No.1 London Bridge, London, SE19BG. Registered in England & Wales No. 12632431. Aventur Group Ltd Registered Address: No.1 London Bridge, London, SE19BG. Registered in England & Wales No. 13099489. *The value of investments can fall as well as rise and is not guaranteed, meaning you may not get back the amount originally invested. *Information contained & shared on this page is based on UK legislation and regulatory regime and designed for consumers based in the UK. *Decisions should not be made based on this information.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 London Bridge London, SE1 9BG, GB
Keywords
investmentsfinancial planningfinancial adviceretirement planninginvesting advicemortgagesand pensionsand mortgagespensions
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