Astus Financial Planning Ltd

Independent Financial Adviser 19 London End, Beaconsfield, Bucks, HP9 2HN

First meeting at adviser's own cost

Response rating

7.5/10

19th November 2018

Helping you create a secure financial future with maximum return from your investments.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Meet our advisers

Jon Bagust

Director

Alison Sellers

Director

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

What our clients say

“I would like to say thank you to ASTUS Financial Planning for the good advice and help they have given me regards my pension and investments. Always courteous and a pleasure to deal with”

Ms G Palma, Middlesex

“I have always got a professional and an efficient service from ASTUS Financial Planning. I would not hesitate in recommending the company to anyone who is seeking financial advice”

Mr U Toprani, Hertfordshire

“I have found ASTUS Financial Planning to be extremely resourceful ad well informed. The team have responded quickly and professionally when dealing with my financial affairs”

Mrs K Richings, Buckinghamshire

“The complete service is reliable, confidential and practical. We are always presented with a number of different options with pros and cons of each. The advice always comes in plain English with all the terminology explained

Mrs J. Davis,, Hertford

Where to find us

19 London End, Beaconsfield, Bucks, HP9 2HN

About us

Established in 2001 Astus Financial Planning combines investment intelligence and expertise with cutting edge platform technology. We are Independent financial advisers and at the forefront of our minds is the peace of yours. Financial Planning is an area which can be confusing and complicated. There are many companies that promise the earth but deliver much less. We at Astus have a modern progressive approach, delivering information clearly and concisely. We aim to establish a long term relationship with each client, built on mutual trust and sound financial advice. We always review regularly, never drown you in technicalities or product push, and tailor advice to current needs as well as future aspirations. Because, Whilst our business is financial planning, our priority is people.

Our services

Helping people make the most of their money is what we do. We will work with you to understand what you already have and how much you will need to fund the future you want. We will then create a financial plan to help you get there.
Your personal wealth. Our responsibility.
A Plan For Life.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Contact options

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