ASTUS Financial Planning
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Financial advice and input should be as individual as you are, it also needs to be flexible enough to adapt to changing needs and circumstances as and when they arise. It is this face-to-face approach, and the ongoing relationship we develop as we work with you, which defines our service and success.
Services
Our distinct and direct approach to investment management is built on the twin foundations of our experience and your thinking. We regularly review; we don't drown you in technicalities and there is none of the usual product push from fund managers. We work to your unique current needs as well as future plans and aspirations, and we believe your most valuable asset is always peace of mind.
ASTUS Financial Planning Ltd cannot be held responsible for the content of external websites. Our legitimate business processes and activities including internal audit, accounting, business planning and proposed and actual transactions 9including joint ventures and disposals of business. Compliance with legal (including dealing with claims), regulatory and other good governance obligations.
Wealth management and forward planning is dependent on clarity of thought and investment to produce optimum growth and fund protection. However, the financial landscape is changeable, so a pleasing past performance doesn't necessarily offer an accurate or secure path for the future. A close eye must be kept on the market to minimise risk and maintain consistency of return.
At ASTUS, we have a sophisticated investment proposition in place which has been developed and refined to keep pace with changing markets and client expectations. We are confident of being able to add significant value to your investment portfolio, at the same time as ensuring your agreed strategies sit comfortably alongside your tolerance for risk.
All investments can carry risk but this varies enormously, depending on the decisions you make. At ASTUS we consider the three elements essential to making correct investment choices are expertise, understanding and expectation. By applying our expertise and ensuring your understanding, expectations can be satisfactorily met.
Reviews (1)
Ash Taylor
Ash Taylor
Jun 06, 2018
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I have had the pleasure of using Astus Financial Planning on several occasions. Alison has always been incredibly professional, knowledgeable and thoughtful in her approach.
Alison understands that sometimes discussions around things like LPA's can be delicate and she strives to provide an safe environment so the best outcome can be created for everyone.
I highly recommend Astus Financial Planning.