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Specialists In Innovative & Bespoke Financial Planning

We an independent advisory business specialising in innovative, bespoke financial planning typically for investors in the London, Brighton and Sussex areas with funds of £250,000 or more.

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Advisers That You Can Trust

We will take a strategic view of your financial arrangements, encouraging you to consider mainstream and alternative investment strategies with taxation treatment, flexibility and risk adjusted returns being key factors.

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We Are Here To Help

Astute Wealth Planning can assist you with making sound financial decisions for you, your family and your business. We are independent and therefore able to select from a diverse range of trusted insurance companies, fund managers, stockbrokers and tax consultants.

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Our Services

 

Investment Services

With our Investment Services, we will endeavour to assess and understand your current situation, future needs, goals and commitments. We will then advise and make a personalised recommendation.

Insurance Services

As part of our Insurance Services, we will offer recommendations regarding your need for term assurance, critical illness insurance, income protection insurance as well as Whole of Life cover.

Wealth Management

We tailor our services to best suit your financial circumstances. As different scenarios present themselves in life, we will continue to ensure that you get the most out of your finances by calibrating your plans accordingly.

Pensions

Everybody deserves a retirement income that allows you to spend time enjoying the things that you love doing. We can help provide you with security, peace of mind and let you focus on the things you love doing.

Why choose us?

 

Professional Support

Here at Astute Wealth Planning, our financial advisers coordinate with other professionals such as accountants and stockbrokers in order to fully offer comprehensive financial planning.

Long Lasting Relationships

Tax planning and investments are some of the many financial services that we provide. All of which have resulted to successful, long term relationships with our clients.