Astute Planning
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
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.
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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