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  11. Astute Financial Advisers Limited

Astute Financial Advisers Limited

Independent Financial Adviser Suite 4, Devonshire House, Street Lane, Leeds, West Yorkshire, LS8 1AY
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
To be astute is to be forward thinking, innovative and adaptable to change, helping our clients achieve their lifetime goals.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Contact us Request a call back Show number Recommend to a friend
Meet our advisers
adviser-person
Marshall Bickler BA(hons) Dip PFS
Ifa/Director
adviser-person
Chris Hawkins DIPPFS
Director/ I F A
What our clients say
Chris has avery client focused approach and has always personaised efforts for my portfolio and financial needs. he understands my risk levels, my goals and ambitions and supports me along the journey with set milestones. His regular reviews are well prepared, organised and geared towards forward planning.
Prashanti, Hertfordshire
He listens to my thoughts on my financial situation and advises accordingly without any pressure.Always explains products in simple english and is very easy to get on with.
Wendy, Leeds
Chris is very thorough and reliable and meets with us at least twice a year to review our situation. He is good at explaining concepts which are difficult for non specialists. His advice to us over a number of year has proved to be invariably sound. Chris genuinely cares about his clients and has a very friendly and approachable manner. We have recommended Chris to a number of other clients.
John Ellis, Leeds
Where to find us
About us

We provide a full financial planning review as well as specialist services such as:
INVESTMENT PLANNING - Taking the best of tax planning and portfolio construction to create a tailored solution matched to your personal requirement.
RETIREMENT PLANNING - Providing comprehensive advice in a fast changing pension world, being Astute we adapt our advice to suit your personal situation.
PENSION PLANNING - Individual and corporate schemes including group pensions schemes and self administrated schemes.
PROTECTION - For both family and corporate including life assurance, critical illness cover, key person cover and income protection.

We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document which will be provided at the first meeting.

For personal and family protection we offer products from a range of insurers for Life assurance, Critical illness cover and Income protection.

Our services

Highly personal advice from two advisers who place you, our client at the heart of our business. We are here to help you in whatever way we can through our knowledge gained over many years experience of looking after clients over the years.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

Astute Financial Advisers Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

Astute Financial Advisers is registered England and Wales under registration number 03999011. Registered office address: 3365 The Pentagon, Century Way, Thorpe Park, Leeds LS15 8ZB

The Financial Conduct Authority does not regulate tax and trust planning, occupational pensions, auto enrolment, national savings & investments (NS&I) and legal services.

Tax treatment is based on individual circumstances and may be subject to change in the future.

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Contact options
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