Astute Financial Management UK Ltd

Independent Financial Adviser 78 Tolworth Road, Surbiton, KT6 7SZ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Reducing the complexities of financial planning through clear, professional and informed advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Paul Smith BA (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

78 Tolworth Road, Surbiton, KT6 7SZ

Make an enquiry
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

Similar advisers near you

Independent Financial Adviser 0.59 mi
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
 
Independent Financial Adviser 0.86 mi
A fresh approach to looking at your financial planning needs . . .
 
Financial Adviser (Restricted Whole of Market) 1.01 mi
Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
 
Financial Adviser (Restricted Whole of Market) 1.09 mi
We provide a wealth of experience in bespoke investment management services.