About us

About us

Astute Wealth Planning is a totally independent adviser. The principal wealth planner of Astute Wealth Planning is Michael Thorn (DipPFS).

 

Michael Thorn (DipPFS)

 

Michael joined Astute from University, and is now in his fifth year with the company. He advises clients on investments, pensions and tax planning.

Michael is registered with the FCA, individual reference number ‘MJT01296’, and holds a Diploma in Financial Planning (DipPFS).

 

Our Services

 

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Investment Planning

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Retirement Planning

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Protection Planning

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Inheritance Tax Planning

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Trust Planning

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Corporate Planning

What will you have to pay for our services?

Before we provide you with advice, we will guide you through our Investment and Advice Process document, which fully explains, in a transparent manner, what services we provide. The complexity of each individual situation will dictate the charge made for our services. Your adviser, being an experienced professional, will be able to accurately outline the fees that will be payable and when they will be charged.

Who regulates Astute Wealth Planning?

Astute Wealth Planning is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.