Astute Financial Planners Ltd

Independent Financial Adviser  Forth House, EDINBURGH, City of Edinburgh, EH1 2BW
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FCA authorised
Last authorised 16th November 2020
We are all well aware of the current challenges presented by COVID-19 however, please let us re-assure you that we are very experienced in remote working and can still provide you with a form of face to face contact with technology such as Microsoft Teams, Skype or Face-time for example. We aim to provide our clients with a comprehensive financial plan addressing all the necessary areas including family protection, income protection, retirement forecasting, savings/investments & Inheritance Tax Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Paul McCabe
Director & Chartered Financial Planner
About us

Our relationship with clients begins with a detailed analysis of their situation. This includes a review of existing client circumstances, and the identification of financial aims and objectives. Put simply: a full financial health check so that we don’t miss a single opportunity to help today and build a comfortable, safeguarded tomorrow

Our services

Once those financial aims and objectives are identified, we offer clear solutions to help you achieve them. Central to our ethos is the idea of Lifestyle Financial Planning, also known as Cashflow Modelling. This enables the creation of a precise, visual blueprint that identifies current financial gaps that could impinge upon your achieving those financial aims and objectives.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Forth House, 28 Rutland Square, EDINBURGH, City of Edinburgh, EH1 2BW

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