Astute Money Financial Planning Ltd

Restricted - Whole of Market  Plymouth Science Park, Plymouth, Devon, PL6 8BX
First meeting at adviser's own cost
Simply offering first class professional financial planning advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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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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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Darren Fisher DipPFS
Director & Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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

What our clients say
I have trusted my money and hopes and fears to Darren's expertise for more than a decade. He listens to what it is that I want and delivers. Together we have been able to provide me with a financial security that will see me through for many years to come.
SC, Plymouth
As our financial advisor for over 10 years Darren has provided us with excellent advice whenever we have needed it. He has always listened to us and looked after our interests professionally. He has found us the best mortgage fit for purpose, business or private, investments such as ISA’s, advice for retirement and IHT. We would whole heartedly recommend his services.
MG, Weston super Mare
We have relied on Darren on numerous occasions over the last 7 years for advice and products. He is always available, responsive and able to suggest various options, particularly when our requests are not always straightforward. We would happily recommend him to others (and have done so several times).
SC, Bristol
About us

Darren Fisher, founder of the 'Astute Money' brand has been a Financial Adviser for 25 years and offers experience and tenacity when dealing with your financial planning challenges but also offers humour and a level of practical experience that you are unlikely to find anywhere else. We deal with all areas of personal financial planning. Whether you need help with investments, retirement choices, protecting the people that are closest to you or simply need a full financial planning healthcheck - give us a call or send an email - we'd be delighted to hear from you.

Our services

Simply offering first class professional financial planning advice. Some of our clients have been with us for over 20 years.

Where to find us
Head office address: Plymouth Science Park, Davy Road, Derriford, Plymouth, Devon, 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
9.0/10
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FCA authorised
Last authorised 25th May 2020

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