Response rating
9.0/10
FCA verified
18th September 2017

Astute Financial Management UK Ltd

Independent Financial Adviser 78 Tolworth Road, Surbiton, KT6 7SZ
First meeting at adviser's own cost
Reducing the complexities of financial planning through clear, professional and informed advice.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Paul Smith BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us
About us

We're an IFA practice which offers clear, professional and informed advice.

Our services

An IFA practice which develops long-term relationships with our clients and we pride ourselves in taking the complexity out of financial advice. Within the firm, Paul Smith is a Chartered Financial Planner with more than 20 years financial services experience. With an ever increasing number of options available to individuals, he provides solutions across a broad range of the most commonly sought areas of advice including pre and post retirement planning as well as investment and protection planning.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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You may access your pension once - we have been through it hundreds of times. Benefit from a professional review.