Why Use Us?
At Astute Investment Planning we recognise that professional firms now increasingly want to ensure that their clients receive high quality advice which will reflect well on themselves. We help firms achieve this by providing bespoke professional investment advice to their clients. Our annual review procedures ensure that we maintain regular contact with our clients and this in turn ensures that we are well placed to co-ordinate their legal and financial affairs.
Our advice is totally independent, impartial and tailored to suit the personal needs of our clients.
We are directly registered with the Financial Conduct Authority.
We are not tied to any bank/building society/life assurance company and we are not part of a network.
At all stages of the client relationship we will provide copies of relevant correspondence to the referring firm and we actively encourage that the client contacts the referring firm to discuss any changes in their personal circumstances.
We enjoy long standing relationships with professional firms and our clients and we are happy to supply testimonials if required