Astute Money Financial Planning Ltd.

Financial Adviser (Restricted Whole of Market) Astute Money Financial Planning Ltd, Plymouth Science Park, 1 Davy Road, Derriford, Devon, Plymouth, PL6 8BX

First meeting at adviser's own cost

Response rating

7.0 /10

12th August 2019

Bespoke client solutions designed and monitored to provide complete peace of mind.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
Insurance & protection
- Critical illness
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
Long Term Care
- Long term care

Make an enquiry Request a call back 01752 948995 Recommend to a friend

Meet our advisers

Simon Wrench DipPFS

Financial Adviser & Later Life Specialist

Qualifications & Accreditations Hide qualifications

HR1 - Home Reversion Plans (CII)

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

R06 - Financial Planning Practice (CII)

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

J02 - Trusts (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

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.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Accreditations

Where to find us

Astute Money Financial Planning Ltd, Plymouth Science Park, 1 Davy Road, Derriford, Devon, Plymouth, PL6 8BX

Make an enquiry

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.

Compliance

Astute Money Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited who are authorised and regulated by the Financial Conduct Authority.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits

Tax planning and trusts are not regulated by the Financial Conduct Authority.

Registered address: Astute Money Financial Planning Limited, Plymouth Science Park, Davy Road, Plymouth, Devon, PL6 8BX.

Registered in England and Wales. No 08538737.

Make an enquiry Request a call back 01752 948995 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
Insurance & protection
- Critical illness
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back 01752 948995 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01752 948995 Recommend to a friend

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