About Astute Wealth Planning
Tim Santry (DipPFS)
Tim Santry has a strong working knowledge of markets and investment vehicles, gained from 10 years working in City finance and over 30 years as a financial adviser.
Tim is registered with the FCA, individual reference number ‘TMS00002’, and holds a Diploma in Financial Planning (DipPFS).
Michael Thorn (DipPFS)
Michael joined Astute in 2013, and achieved Chartered Financial Planner status in 2019. He advises both individual and corporate clients on all areas of financial planning.
Michael is registered with the FCA, individual reference number ‘MJT01296’, and holds an Advanced Diploma in Financial Planning (APFS).
Astute Wealth Planning
Astute Wealth Planning offer investment and insurance products from the whole market. We are NOT tied to any one Company or indeed a panel of providers. Insurance products cover term assurance, critical illness insurance, income protection (health) insurance, and Whole of Life cover. We can also arrange guaranteed premiums.
Which services will Astute Wealth Planning provide?
- Investment Planning
- Retirement Planning
- Protection Planning
- Inheritance Tax Planning
- Trust Planning
- Corporate Planning
What will you have to pay Astute Wealth Planning for their 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 Ltd is an appointed representative of The Tavistock Partnership Limited, which is authorised and regulated by the Financial Conduct Authority. Astute Wealth Planning Limited is registered with the FCA, firm reference number ‘580102’. Astute Wealth Planning Limited Registered Office: Prospect House, 78 High Street, Hurstpierpoint, West Sussex BN6 9RQ Registered in England No. 07929944
The Tavistock Partnership
The Tavistock Partnership Limited is registered with the FCA under firm number 519014. The Tavistock Partnership Limited Registered Office: 2 The Cornerstone, Market Place, Kegworth, Derby, DE74 2EE Company Registered No.: 04304782.
Financial Conduct Authority
Astute Wealth Planning Ltd is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority’
The Financial Ombudsman Service
The Financial Ombudsman Service was set up by Parliament to resolve individual complaints that consumers and financial businesses are not able to settle themselves.
Details of how the Financial Ombudsman Service can help can be found on their website at http://www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.