Astute Money Financial Planning Ltd.

Restricted - Whole of Market  Astute Money Financial Planning Ltd, Devon, Plymouth, PL6 8BX
First meeting at adviser's own cost
Bespoke client solutions designed and monitored to provide complete peace of mind.
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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Equity release
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Wealth management
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Ethical investments
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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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Socially responsible 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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Simon Wrench DipPFS
Financial Adviser & Later Life Specialist

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Care advice standard Later Life Accredited Adviser
About us

Astute Money Financial PlanningLtd is committed to enhancing our Clients’ lives by advising and facilitating financial solutions which give security and peace of mind.

When it comes to your wealth and future security, you need clear, concise and advice helping you make the right decisions, at the right time for the right reasons.

We offer you a high quality, friendly and responsive service that delivers simple solutions and consistent results. We are not a “one size fits all” Financial Adviser; for trusted advice when you need it most talk to us today.

Our services

Tailored Later life planning, Private Client, Attorney & Deputyship Investment and Care Fees planning advice, Equity Release, Tax & Trust planning solutions, Pension consolidation and At Retirement benefit solutions.

Where to find us
Head office address: Astute Money Financial Planning Ltd, Plymouth Science Park, 1 Davy Road, Derriford, Devon, Plymouth, PL6 8BX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 26th October 2020

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