The Financial Conduct Authority do not regulate wills, inheritance tax planning and trusts. Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Services
The 'Astute Money' brand's mission statement is 'to offer a quality, high net worth financial planning service to those clients and businesses who are very much wishing to be 'Astute' with their money and their assets'. Darren Fisher, Managing Director of the Astute Money Financial Planning' has been a Financial Adviser for over 30 years with a range of clients who have trusted their affairs to his expertise.
Life insurance will be important for you if you have dependants, as any lump sum paid out on your death could be used to help pay off the mortgage. Term Assurance will pay a one off lump sum in the event of you or your partner dying within the term of the policy. Often used for protecting a family or repaying a mortgage.
Savings and investing can be complex when you get into the detail but, if you start with the premise that all the old sayings still hold true, you won't go far wrong. Or as financial advisers would have it, make sure you have a diversified portfolio! Some cash, some fixed interest, some property, some UK equities, some global equities, and so on.
Retirement planning is arguably one of the most important areas of financial planning and guidance on the most suitable options is crucial. Astute Money Financial advises on pensions and all other aspects of retirement planning, including the most tax efficient ways to invest, understanding the various options at retirement and managing income post retirement.
Astute helped me and my partner so much, very professional and explained everything in thorough detail so we would understand. Would recommend to anyone and will certainly use again if needed. Thank you so much for all your help and support Astute! Darren has a very professional and also friendly approach to advising and finding the right solution to a situation - many thanks.
Reviews (10)
Karen Head
Mar 01, 2021
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Having discussed my requirements with Darren Fisher over a period of time, I have to say the decision to entrust AMFP Ltd was an excellent one.
Whilst you expect the advice to be responsive, what is most impressive is that I have found Darren to be proactive in all areas and ensuring that I am kept abreast of how my investments are performing at all times and not just the agreed review periods. Would certainly recommend them for anyone looking for professional and proactive advice.
Whilst you expect the advice to be responsive, what is most impressive is that I have found Darren to be proactive in all areas and ensuring that I am kept abreast of how my investments are performing at all times and not just the agreed review periods. Would certainly recommend them for anyone looking for professional and proactive advice.
Steve Carter
Feb 27, 2021
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Positive: Professionalism, Quality, Responsiveness
Astute Money (Darren) came highly recommended from a work colleague. It was a very important decision for my wife and I to chose the "right" company. We are delighted with our financial reviews, investments and on-going support. Darren is friendly, professional and very thorough.
Astute Money (Darren) came highly recommended from a work colleague. It was a very important decision for my wife and I to chose the "right" company. We are delighted with our financial reviews, investments and on-going support. Darren is friendly, professional and very thorough.
Martin Satterthwaite
Feb 22, 2021
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Robert Hunt
Feb 21, 2021
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Marion Gatrell
Feb 07, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I am very satisfied that my investment portfolio is in the care of Astute Money Financial Planning Ltd. I appreciate the guidance and support provided by Darren who is very professional in his approach. Queries are promptly responded to and account is taken of what I as the client say.
I am very satisfied that my investment portfolio is in the care of Astute Money Financial Planning Ltd. I appreciate the guidance and support provided by Darren who is very professional in his approach. Queries are promptly responded to and account is taken of what I as the client say.
David Milford
Sep 04, 2019
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25 or so years ago we came across a young Darren who helped us to get a good Mortgage deal. Since then he has been inolved in every large financial decision, right through retirement planing and onward. He has always given very good advice in a professional and friendly manner. He comes Highly Recommended
John Phare
Jun 02, 2019
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I have know Darren for over 22 years & in that time we have collectively sent our 5 kids through School
& have grown together as friends .
Darren has from the start looked after my Pension & recently he has set up a investment account to
see me into my retirement, within the first week it was making money .. so he is smarter than he looks .
I recommend him to friends & family with confidence knowing he will look after their financial needs .
Signing off as a Happy Investor & Friend .
John Phare .
& have grown together as friends .
Darren has from the start looked after my Pension & recently he has set up a investment account to
see me into my retirement, within the first week it was making money .. so he is smarter than he looks .
I recommend him to friends & family with confidence knowing he will look after their financial needs .
Signing off as a Happy Investor & Friend .
John Phare .
Martin Fox
Jul 29, 2018
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Darren has helped my family and I for a number of years successfully
navigating us through sensitive and difficult times.
He and his company are reassuring and easy to deal with explaining
everything in layman terms giving us confidence and peace of mind.
I have recommended Darren and his team to others who have had the same experience.
navigating us through sensitive and difficult times.
He and his company are reassuring and easy to deal with explaining
everything in layman terms giving us confidence and peace of mind.
I have recommended Darren and his team to others who have had the same experience.
Mair Gammon
Jan 09, 2018
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I think it is fair to say that my husband and I started our financial journey with Darren Fisher many years ago. We have been advised through mortgages, house moves and pensions and know that Darren has guided us in a direction that he knows suits our needs and lifestyle but also with very sound advice. We are now in our retirement period and are very lucky to be in a "comfortable" position and maybe without the sound financial advice we have received over the years that may not have been the case.
Darren is very experienced but also we have a lot of trust in him. I would have no hesitation in
Darren is very experienced but also we have a lot of trust in him. I would have no hesitation in
Susanne Trotter
Jan 05, 2018
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Darren Fisher came highly recommended by a dear and trusted friend, who had previously organised my investment before he retired, and had worked with Darren. Personally I have been very impressed by the care and attention Darren has put into preparing and implementing changes in my Investment Portfolio to accommodate mine and my families present and future needs. He is patient and kind. He listens and carefully considering the importance of security and peace of mind of his clients as well as their financial interests, before making his well prepared recommendations. He is experience and well informed
