Aurelian Financial Planning
AF
Financial Advisors
Aurelian Financial Planning
11, Berkhamsted HP4 2DJ
# Aurelian Financial Planning
Aurelian Financial Planning is an independent wealth management firm based in Berkhamsted, led by Chartered Financial Planner Ed Evans. The practice specialises in providing comprehensive financial advice to local families, small businesses, and City professionals across Hertfordshire and beyond.
Ed Evans founded Aurelian in 2025 following a distinguished career in financial services, including five years with St. James's Place where he developed expertise in investment management, multi-asset portfolios, and alternative investment strategies. His achievement of Chartered Financial Planner status in 2025 reflects his commitment to professional excellence and positions clients with one of the UK's leading wealth professionals.
What distinguishes Aurelian is Evans' emphasis on building meaningful, long-term relationships with clients rather than transactional advice. He prioritises integrity, sincerity, and empathy, working to an exceptionally high standard. His background in behavioural finance and market investing provides particular insight into helping clients make informed decisions aligned with their circumstances.
The firm takes a holistic approach to wealth management, addressing the full spectrum of financial planning needs. Whether clients are accumulating wealth, protecting their families, planning retirement, or navigating complex mortgages and financing, Aurelian develops personalised strategies designed to deliver peace of mind and genuine life improvements.
With face-to-face consultation available in Berkhamsted, the practice combines accessibility with sophisticated investment expertise, making it well-suited to individuals seeking trusted, knowledgeable guidance on their financial future.
Aurelian Financial Planning is an independent wealth management firm based in Berkhamsted, led by Chartered Financial Planner Ed Evans. The practice specialises in providing comprehensive financial advice to local families, small businesses, and City professionals across Hertfordshire and beyond.
Ed Evans founded Aurelian in 2025 following a distinguished career in financial services, including five years with St. James's Place where he developed expertise in investment management, multi-asset portfolios, and alternative investment strategies. His achievement of Chartered Financial Planner status in 2025 reflects his commitment to professional excellence and positions clients with one of the UK's leading wealth professionals.
What distinguishes Aurelian is Evans' emphasis on building meaningful, long-term relationships with clients rather than transactional advice. He prioritises integrity, sincerity, and empathy, working to an exceptionally high standard. His background in behavioural finance and market investing provides particular insight into helping clients make informed decisions aligned with their circumstances.
The firm takes a holistic approach to wealth management, addressing the full spectrum of financial planning needs. Whether clients are accumulating wealth, protecting their families, planning retirement, or navigating complex mortgages and financing, Aurelian develops personalised strategies designed to deliver peace of mind and genuine life improvements.
With face-to-face consultation available in Berkhamsted, the practice combines accessibility with sophisticated investment expertise, making it well-suited to individuals seeking trusted, knowledgeable guidance on their financial future.
Services offered
Investment planningProtection and insurance planningRetirement planningMortgage adviceSpecialist banking servicesBehavioural finance consultationMulti-asset portfolio managementAlternative investment strategies