Astute Planning
Offering the highest standards of financial advice for clients in partnership with True Potential - one of the UK's leading advice firms.
Working with True Potential allows use of local expertise, whilst benefiting from being part of a nationwide partnership.
Advice tailored around your needs and personal situation with a recommended plan which is achievable.
What’s more, you can only really guarantee an objective view if you talk to a qualified financial adviser. One whose advice is based on experience and expertise.
Treating you as an individual and understanding your current situation is the foundation for all advice. Your adviser needs to really understand you, your circumstances and your expectations. The real key is creating a strong trusting relationship. Focus is around providing outstanding levels of customer service
Chartered Status is the profession’s gold standard for financial planners.
It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors’ degree.
A standard fee of £295.00 is charged for mortgage advice with a free initial consultation.
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Telephone
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Face to face
124 Camphill Road, Broughty Ferry, Dundee, DD5 2ND
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