Two experienced financial experts have today launched a new financial planning company in Edinburgh.
Established by independent financial advisers, Neil Wheelan and Paul McCabe, Astute Financial Planners Ltd will offer a range of services in financial planning.
Between them both men boast a combined financial service experience of more than 40 years.
Located in Rutland Square, Edinburgh, Astute will target individuals with financial advice including basic life cover needs, Inheritance Tax issues, income protection and wealth management for those who are approaching or indeed at retirement.
It will also provide advice to business owners who require a personalised and tailored employee benefit package.
Commenting on the establishment of Astute, Paul commented:
“Neil and I are incredibly excited to have founded Astute Financial Planners, realising long standing personal goals for us both. Being responsible for either a client’s health or indeed finances carries a tremendous responsibility and one we are both relishing.
“We are excited to be building a business that has the client at the heart of the financial planning experience, priding ourselves on choosing to be different from traditional financial planning methods which can often involve the purchasing of a generic financial product or wrapper.”
“The knowledge and insight that Astute will offer is founded upon decades of relevant experience of delivering financial planning to clients.
“At Astute we will make the client experience focus on lifestyle financial planning, crafting bespoke solutions for each different client by providing a tailored approach. By doing this we aim to provide a slightly different market offering from many of our competitors.”
Neil began his financial services career in 1995. He has worked for two significant UK-wide pension and investment companies, and one of Edinburgh’s most prestigious Independent Financial Advice firms. Neil became an Independent Financial Adviser in 2003.
Working in financial services is something of a vocation for Neil. In school he focused on mathematics and economics and stated an intention to one day form a business of his own. His commitment to financial advice is mirrored by a commitment to clients, and building long-term, loyal relationships with them.
Paul began his career in the head office of a large life assurance and pensions provider. He progressed to work as a Sales Consultant and then a Business Development Manager with another noteworthy financial company.
While working in these roles, Paul cultivated an ambition to become a financial planner and this culminated in his attainment of Chartered Planner Status in 2016.