Astute Financial Planners seek to combine experience with a fresh and energetic approach to creating financial plans. Whether you are an individual or a corporate client, we want to help protect what you have, and make it grow. 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.
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.
Services
Astute Financial seek to combine industry experience with a fresh energetic approach to financial advice. We are a company rooted in knowledge, expertise and a commitment to giving quality, trusted financial advice. We offer private wealth management, assistance to corporate clients and everything else in- between.
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. We scrutinise to gauge whether, for example, tax allowances are being used efficiently in ISAs and pensions.
For two years, Nick and Greg have run an architectural practice. The practice is succeeding, with turnover consistent. It emerges in their annual adviser review meeting that they wish to grow the company, and believe they can do so by purchasing business premises - previously they have rented. Do so without taking on debt additional to their private mortgages; both men are in their forties and have young families.
1. Understanding business protection. Clarity and precision are vital to Astute, so we would emphasise the importance of understanding how business protection works. These should be purchased by the Limited Company and would ensure life and critical illness cover for Kath and Sue. Should the insured sum be claimed, the company would receive one year's worth of remuneration of 95,000.
For most of her adult life, Linda has worked in Human Resources for large corporations. She is 56- years-old and recently became a grandmother. She would like to retire sooner than planned to spend more time with her granddaughter and pursue her own interests. In four years' time, Linda will start to receive a company scheme pension of 19,000 p.a.
Reviews (5)
Ben Morgan
Jan 26, 2021
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James Duncan
Sep 18, 2020
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There are now so many options when it comes to insurance that we have been reluctant to commit to starting a new policy, mainly due to indecision. Paul has helped add clarity to our family’s options and given us confidence to select the right protection for our evolving needs.
I have found Paul to be professional, reassuring and candid. We feel very comfortable relying on his knowledge and experience. The informational aids supplied have also been useful in helping with decision making.
I look forward to contacting Astute in future when our needs change again.
Thanks Paul.
I have found Paul to be professional, reassuring and candid. We feel very comfortable relying on his knowledge and experience. The informational aids supplied have also been useful in helping with decision making.
I look forward to contacting Astute in future when our needs change again.
Thanks Paul.
Ewan Grant
Sep 04, 2020
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An extremely professional service that I would have no hesitation in recommending. As a financial planning layman the task of organising your finances as you build toward retirement is a daunting one however Astute have provided a clear roadmap and the confidence that I will achieve my goals. I cannot thank them enough. Perhaps the most impressive aspect of the service is that there is continuing follow up to ensure that the plan is staying on track. In this regard there is a very real sense of partnership and through this partnership a burgeoning feeling of trust.
Stephen Muir
Jun 05, 2020
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Paul’s approach and professionalism I believe is key to why we entrusted him with our family insurances. He showed clearly where we “overinsured” and used the money creating a better balance of cover. We pay a competitive price for Paul’s services I don’t want cheap and I don’t want to pay over the odds what we have is someone who we trust and has demonstrated value, professionalism and easy to deal with. I have recommended his services to family and friends so that tells me everything.
Yvonne Aitken
May 29, 2020
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