Get In Touch
We're here to answer your questions and discuss how we can help with your financial planning needs.
Our Office
42 Kensington Square
London
W8 5HN
United Kingdom
Office Hours
Monday to Friday
9:00 AM - 5:30 PM
Appointments available outside these hours by arrangement.
About Our Practice
Aureate Crest provides comprehensive financial guidance to individuals, families, and business owners across the United Kingdom. Our team of qualified advisors brings extensive experience across retirement planning, investment management, tax strategies, and estate planning.
We're based in Kensington, London, though we serve clients throughout the country. Many of our relationships are conducted remotely via secure video consultations, allowing us to work effectively with people regardless of their location.
Our practice operates on principles of transparency, independence, and client-first service. We're authorised and regulated by the Financial Conduct Authority, and our advisors hold recognised professional qualifications from the Chartered Insurance Institute.
Finding Our Office
By Underground
The nearest tube station is High Street Kensington on the Circle and District lines. From the station, it's approximately a five-minute walk west along Kensington High Street, turning left into Kensington Square.
By Bus
Several bus routes serve Kensington High Street, including the 9, 10, 27, 49, and 328. Disembark at the High Street Kensington stop and walk west for a few minutes.
By Car
Street parking in Kensington Square is restricted during weekdays. We recommend using the NCP car park on Kensington High Street, which is a short walk from our office. Please note that parking in central London can be expensive.
Accessibility
Our office is located on the ground floor with step-free access from the street. If you have specific accessibility requirements, please mention this when arranging your appointment so we can ensure everything is prepared appropriately.
What to Expect
Initial Response
When you contact us, we'll typically respond within one business day. If you email during a weekend or bank holiday, expect to hear from us on the next working day.
Preliminary Conversation
Before arranging a formal meeting, we usually have a brief phone or email exchange to understand your situation and determine if we're well-suited to help with your particular needs.
First Meeting
Initial consultations typically last between 60 and 90 minutes. We'll discuss your circumstances, concerns, and objectives in detail. This meeting is obligation-free—there's no pressure to proceed if you decide we're not the right fit.
Follow-Up
After the initial meeting, we'll follow up with next steps if appropriate. This might involve gathering additional information, conducting research, or scheduling a subsequent meeting to present recommendations.
Contact Questions
Yes, we don't charge for initial exploratory conversations. These meetings help us both determine if there's a good fit. Only once we've agreed to work together and outlined specific services do any fees apply.
Both options work well. Many clients prefer video consultations for convenience, while others like the formality of office meetings. We're equipped for either approach and can accommodate your preference.
For the first conversation, you don't need to bring anything. Just come prepared to discuss your situation and objectives. If we proceed to detailed planning, we'll provide a list of relevant documents we'd need to review.
This depends on current demand and advisor availability. Typically, we can arrange initial meetings within two weeks. If you have urgent circumstances, mention this when contacting us and we'll do our best to accommodate.
If you've been referred to someone specific or have a preference based on their expertise, let us know when you contact us. We'll try to arrange for you to meet with that advisor, subject to their availability.
Absolutely. While our office is in London, we serve clients throughout the United Kingdom. Modern technology makes remote relationships highly effective, and many of our longest-standing clients have never visited our office in person.
Company Information
Regulation
Aureate Crest is authorised and regulated by the Financial Conduct Authority. Our FCA register number is available upon request.
Professional Memberships
Our advisors hold qualifications from the Chartered Insurance Institute and participate in ongoing professional development to maintain current knowledge.
Client Protection
Investments arranged through our firm are covered by the Financial Services Compensation Scheme, subject to eligibility criteria.
Data Protection
We handle your personal information in accordance with UK GDPR requirements. Our privacy policy provides full details about how we collect, use, and protect your data.
Ready to Begin?
Send us an email at [email protected] and we'll arrange a convenient time to discuss your financial planning needs.