Aurelia Financial Planning Solutions Limited
Aurelia was established in May 2023 with the primary goal of advising and supporting clients in navigating their financial journeys, achieving their personal goals and to always Add Value.
The name Aurelia was chosen for its close links to philosophy and enduring ideals. Steeped in a rich history, Aurelia is a gilded reminder that knowledge and reason are worth their weight In gold.
Pronounced :
[AW-RAI-LEE-A]
Aurelia is of Latin origin meaning “the golden one. “Infused with prestige, this glittering title can be traced back to the ancient Roman surname, Aurelius, and is most greatly associated with the Roman Emperor Marcus Aurelius.
The name is closely linked to philosophy, intellect, and enduring ideals. With a feminine tone, over time the name “Aurelia” has been used in various cultures and languages. Aurelia remains a timeless and elegant name with a connection to the concept of beauty and preciousness associated with gold.
Steeped in a rich history, Aurelia is a gilded reminder that knowledge and reason are worth their weight In gold.
Gold medals aren't really made of gold. They're made of sweat, determination, and a hard-to-find alloy called guts.
Dan Gable
Why us?
We’re experienced
We have over 30 years of experience in all aspects of financial planning and wealth management.
We’re
helpful
Approachable, professional, and friendly, we’re here to help and our commitment is to be available to our clients when they need our advice and support.
We add
value
Our advice is based on research, knowledge, experience and a drive to add value and provide solutions to all our clients.
We’re Impartial
We provide clients with impartial advice and are not tied to any one particular institution or insurance company.
We’re experienced
We have over 30 years of experience in all aspects of financial planning and wealth management.
We’re
helpful
Approachable, professional, and friendly, we’re here to help and our commitment is to be available to our clients when they need our advice and support.
We add
value
Our advice is based on research, knowledge, experience and a drive to add value and provide solutions to all our clients.
We’re Impartial
We provide clients with impartial advice and are not tied to any one particular institution or insurance company.
Our
Clients
We collaborate with individuals who wish to oversee and manage their personal finances. Whether you are progressing through your professional journey, wish to grow or protect your income & wealth, or are entering retirement, we are here to provide guidance across various life stages. Our aim is to assist you in navigating key life events that necessitate strategic financial planning.
Our clients consist of Business owners, Executives, Corporates, Professionals, Self-Employed, and Retirees.
Our Partners
Where expertise meets innovation. Backed by extensive Research, we deliver tailored solutions throughout your financial journey. Your Goals, Our Focus – A Partnership for sustainable success with Aurelia Financial Planning Solutions Limited.
Discover our services
Financial
Planning
We provide a comprehensive customised approach to financial planning by considering our clients’ individual circumstances, needs and goals.
Retirement
Planning
We aim to support and guide clients through the decision-making process on the various areas and complexities of pensions and retirement planning to ensure for a secure and comfortable retirement.
Investments
Clients often seek assistance with developing a personalised investment strategy based on factors such as risk tolerance, time horizon, and financial objectives to determine the right mix of asset classes to optimize returns and manage risk.
Estate &
Inheritance Planning
As part of a client’s overall financial plan, some of the key objectives are the protection of wealth and income during your lifetime, followed by the preservation of wealth as it passes from one generation to the next.
Corporate
Offerings
Clients often seek guidance on the most effective ways to extract business profits, implement tailored investment strategies, and protect their companies to secure long-term financial stability and growth.
Collaboration & Service
Successful long-term partnerships built on communication, trust, and a shared commitment to our clients’ financial well-being. An evolving relationship, we adapt and work towards our clients’ best interests as they move through the various lifestyle stages.
Our Team
Stephen Jones
Stephen, one of the founders of Aurelia Financial Planning, began his career in financial services in 1995 with Standard Life. In 2005, he joined Acumen & Trust, one of the leading independent Irish financial intermediaries, becoming Director and Head of the Wealth Management team in 2016.
Stephen, a QFA and RPA, combines a strong technical background, with a focus on the delivery on quality advice to all of the firm’s clients.
Ciara Jones
Ciara, also one of the founders of Aurelia Financial Planning, commenced her career in 1995 with Standard Life before joining IIB Finance Ltd in 2000 as a Sales Executive.
Ciara joined Acumen & Trust in 2013, where she developed a bespoke client relations management system, enabling the delivery of consistent and responsive service to clients. She became Head of Client Services and managed both the customer services team and Acumen & Trust’s relationships with multiple financial institutions.
A QFA, Ciara’s focus remains on the delivery of strong service to clients, and the development of systems to enable such service to be handled in as efficient manner as possible.
Colm Brennan Bio
Colm Brennan, director of Aurelia Financial Planning Solutions Ltd, is a qualified Tax Consultant having begun his career with KPMG in 1986. Colm subsequently moved to financial intermediary, Davy Planlife and then in 1996 co-founded Acumen & Trust, a financial advisory firm based in Sandyford, Dublin. The firm, of which Colm became CEO in 2007, specialised in investment, pension, and tax advice and grew to manage €1.1 billion in assets for 350 corporate clients and 1,500 private investors. In February 2020, the company was acquired by Irish Life.
