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
FCA verified
12th August 2019
Bespoke client solutions designed and monitored to provide complete peace of mind.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Long term care
Meet our advisers
Simon Wrench DipPFS
Financial Adviser & Later Life Specialist
Accreditations
Later Life Accredited Adviser Care advice standard
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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.

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