Astute Financial seek to combine industry experience with a fresh energetic approach to financial advice.
We are a company rooted in knowledge, expertise and a commitment to giving quality, trusted financial advice.
We offer private wealth management, assistance to corporate clients and everything else in- between. Our relationship with clients begins with a detailed analysis of their situation. This includes a review of existing client circumstances, and the identification of financial aims and objectives. Put simply: a full financial health check so that we don’t miss a single opportunity to help today and build a comfortable, safeguarded tomorrow.
Once those financial aims and objectives are identified, we offer clear solutions to help you achieve them. Central to our ethos is the idea of Lifestyle Financial Planning, also known as Cashflow Modelling. This enables the creation of a precise, visual blueprint that identifies current financial gaps that could impinge upon your achieving those financial aims and objectives.
6 customer reviews
Paul’s approach and professionalism I believe is key to why we entrusted him with our family insurances. He showed clearly where we “overinsured” and used the money creating a better balance of cover. We pay a competitive price for Paul’s services I don’t want cheap and I don’t want to pay over the odds what we have is someone who we trust and has demonstrated value, professionalism and easy to deal with. I have recommended his services to family and friends so that tells me everything. More...
There are now so many options when it comes to insurance that we have been reluctant to commit to starting a new policy, mainly due to indecision.
Paul has helped add clarity to our family’s options and given us confidence to select the right protection for our evolving needs.
I have found Paul to be professional, reassuring and candid. We feel very comfortable relying on his knowledge and experience. The informational aids supplied have also been useful in helping with decision making.
I look forward to contacting Astute in future when our needs change again.
Thanks Paul. More...
I decided to use Paul for a pension transfer transaction as my own father had a long standing relationship with McHardy Financial.
Apart from perhaps taking out a mortgage this was the biggest financial transaction I had undertaken which can be daunting in itself. On our first meeting I was instantly put at ease by Paul’s friendly and reassuring manner.
I had completed some pre-work in advance of the meeting but Paul also came with lots of information of his own and was very questioning of me trying to get to the heart of the reason for me wanting to do this particular transaction. Throughout the process I was kept fully up to date and at various points was provided with written confirmation of our discussions in writing that were very detailed.
I am happy to recommend Paul to anyone looking for a detail focused and customer friendly financial planner. More...
Paul was originally introduced to me when he was working with my husband to advise him on possible options to fund his early retirement .
Paul’s advice was first class and he quickly became a trusted adviser to us a couple. He is always highly professional , follows up on his actions and at it is clear he has the client’s best interest at heart in any course of action . It’s been enlightening to work with Paul and he has brought our full financial picture together to give us confidence about our future and any decisions we now make are being made from an informed position. He makes great use of all the tools available to him to present a user friendly view of our financial position. There have been a few occasions when my circumstances have changed where Paul could have taken the opportunity to recommend a course of action that would have generated income for him , instead he recommended the simplest and most cost effective route for me and I avoided charges as a result .
Paul has a great manner and is always relaxed and friendly - a financial review with Paul always feels like a cup of coffee with a friend. More...
Dr. Allysun Grant
Paul has managed various company pension transfers and mergers for me including providing advice and assistance with life insurance, retirement strategies& planning, fund and investment profile risk management and providing in depth ongoing market trend analysis. He is highly skilled and efficient, has a well polished professional yet relaxed, friendly manner, plus the way he condenses and explains complex financial detail is exceptional. I would recommend him over and above other options future clients may have. Thanks Paul! Uniquely excellent! More...
I've always received trusted advice from Paul with a great level of service