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  11. Astute Financial Advisers Limited

Astute Financial Advisers Limited

Independent Financial Adviser  Suite 4, Leeds, West Yorkshire, LS8 1AY
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Chris Hawkins DipPFS
Director/ I F A

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

Marshall Bickler BA(hons) DipPFS
Ifa/Director
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
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.
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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.

The value of investment and income from them may go down. You may not get back the original amount invested.tax planning is not regulated by the Financial Conduct Authority.

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.

Where to find us
Head office address: Suite 4, Devonshire House, Street Lane, Leeds, West Yorkshire, LS8 1AY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

• Tax planning is not regulated by the Financial Conduct Authority.
• Company Registration Number 3999011
Registered Address: 3365 The Pentagon, Century Way, Thorpe Park, Leeds LS15 8ZB

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 26th October 2020

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