EXTENSIVE FINANCIAL SERVICES EXPERIENCE

Astute Financial Planners seek to combine experience with a fresh and energetic approach to creating financial plans.

EVERYONE WELCOME

Whether you are an individual or a corporate client, we want to help protect what you have, and make it grow.

EFFECTIVE COMMUNICATION

Knowing how complicated the financial industry can sound, we pride ourselves on communicating with clarity

WE CARE

We want to help. We want to give peace of mind. We want to be the company that stops clients lying awake at night.

Astute Financial Planners understand how much your money matters.  To make your Financial Plans work for you, we provide innovative and precise advice.  Astute Financial Planners are experts in Wealth Management and creating a plan that compliments each specific situation.

Whether you are an individual or a corporate client, we want to help you create a robust and sophisticated financial plan.  Our areas of expertise include Family Protection (life cover & critical illness), Income Protection, Pension Reviews, Retirement Planning, Utilising Tax Efficient Allowances and Investment/Saving Advice.  Knowing how complicated the financial industry can appear, we pride ourselves on communicating with clarity – sophisticated advice, simply put.

Our What We Offer section details some of the services available from Astute Financial Planners, while the Client Scenarios menu contains a number of hypothetical scenarios based on our previous work as independent financial advisers and the level of service we can offer.

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What We Offer

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Savings & Investments

At Astute, we firmly believe that our clients’ existing finances can always be improved, even before we start planning for the future. That is why we offer a review of existing savings and investments.

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Tailored Protection

Protection refers to the insurance cover we expertly tailor to our clients’ needs. Such cover is vital to financial wellbeing, security and future prosperity. It underpins everything.

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Retirement Planning

The idea of retirement can be daunting and exciting. It is sometimes both within the space of a minute. Though the work we put in is sophisticated, our approach to helping plan your retirement is simple.

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Inheritance Tax Planning

If you have become aware that your estate is liable to Inheritance Tax, it may seem that there is little you can do to lessen its effects. Astute can show you otherwise.

If you’d like an introductory chat about your circumstances, please make contact with Astute.

Everything we do is carried out confidentially, thoroughly and as if it were our own family’s finances we were dealing with.

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