Response rating
9.0/10
FCA verified
13th November 2017

Astute Planning

Independent Financial Adviser 124 Camphill Road, Broughty Ferry, Dundee, DD5 2ND
First meeting at adviser's own cost
Chartered Financial Planning, with over 20 years experience. Here to provide clear advice to meet your needs.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
Iain Colwell AFPS Cert CII (MP)
Accreditations
Chartered Financial Planner
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

The value of pensions and investments 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.

The Financial Conduct Authority do not regulate some buy to let mortgages.

The Financial Conduct Authority does not regulate on Estate Planning.

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