Astute Money Financial Planning

The 'Astute Money' brand's mission statement is 'to offer a quality, high net worth financial planning service to those clients and businesses who are very much wishing to be 'Astute' with their money and their assets'. Darren Fisher, Managing Director of the Astute Money Financial Planning' has been a Financial Adviser for over 30 years with a range of clients who have trusted their affairs to his expertise.

Life insurance will be important for you if you have dependants, as any lump sum paid out on your death could be used to help pay off the mortgage. Term Assurance will pay a one off lump sum in the event of you or your partner dying within the term of the policy. Often used for protecting a family or repaying a mortgage.

Savings and investing can be complex when you get into the detail but, if you start with the premise that all the old sayings still hold true, you won't go far wrong. Or as financial advisers would have it, make sure you have a diversified portfolio! Some cash, some fixed interest, some property, some UK equities, some global equities, and so on.

Retirement planning is arguably one of the most important areas of financial planning and guidance on the most suitable options is crucial. Astute Money Financial advises on pensions and all other aspects of retirement planning, including the most tax efficient ways to invest, understanding the various options at retirement and managing income post retirement.

Astute helped me and my partner so much, very professional and explained everything in thorough detail so we would understand. Would recommend to anyone and will certainly use again if needed. Thank you so much for all your help and support Astute! Darren has a very professional and also friendly approach to advising and finding the right solution to a situation - many thanks.