Astute Planning

Independent Financial Adviser  124 Camphill Road, Dundee, DD5 2ND
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FCA authorised
Last authorised 16th November 2020
Chartered Financial Planning, with over 20 years experience. Here to provide clear advice to meet your needs.
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 & 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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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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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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Iain Colwell AFPS Cert CII (MP)
About us

Offering the highest standards of financial advice for clients in partnership with Positive Solutions - one of the UK's leading advice firms.
Working with Positive Solutions 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.

Our services

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.

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

124 Camphill Road, Broughty Ferry, Dundee, DD5 2ND

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