Business Details
25 Years
experience
Trusted Financial Advisers in Beaconsfield
At Astus Financial Planning, we believe financial advice should be as individual as our clients, adapting to evolving needs through a face-to-face approach that builds lasting relationships. Established in 2001, our team combines decades of experience in wealth creation, retirement planning, and investment strategy to deliver tailored solutions. We prioritise your peace of mind by focusing on your unique current circumstances and long-term aspirations, avoiding generic product pushes in favour of transparent, client-centric strategies. Our expertise extends to pension fund analysis, inheritance tax planning, and life assurance, supported by a commitment to regulatory compliance and professional integrity. We operate under the Financial Conduct Authority's authorisation, ensuring rigorous standards in all our advisory services.By maintaining a deep understanding of market dynamics and regulatory requirements, we empower clients to make informed decisions about their financial futures. Our process begins with a comprehensive analysis of your current position, followed by risk assessment and the development of strategies aligned with your lifestyle and retirement goals. This structured approach, combined with ongoing support, has earned us recognition for delivering practical solutions that meet both immediate and future needs. We serve clients in Beaconsfield and surrounding areas, offering a blend of technical expertise and personalised service that sets us apart in the financial advisory sector.
Services
Investment Management
Pension Planning
Inheritance Tax Solutions
Life Assurance
Retirement Strategies
Will Writing
Lasting Power of Attorney
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of combined experience in financial advisory services
- Our team includes specialists in investment strategy and pension fund analysis
- We provide transparent, product-push-free financial solutions
- We maintain FCA-authorised compliance standards in all advisory practices
- Our client-centric approach prioritises long-term relationship building
Associations and certifications
- Financial Conduct Authority
What people say
Excellent solutions
Invaluable advice
Right decision
Peace of mind
Face-to-face approach
Services
Investment Management
Our investment management service develops tailored strategies based on individual risk profiles and financial goals. We combine market expertise with ongoing portfolio reviews to optimise returns while maintaining alignment with clients' evolving needs. This service caters to individuals seeking professional oversight of their investment portfolios.
Pension Planning
Specialised pension planning solutions help clients prepare for financial security in retirement. We analyse existing pension arrangements, recommend appropriate structures, and implement strategies to maximise retirement income while complying with regulatory requirements. Our approach considers both short-term needs and long-term aspirations.
Inheritance Tax Solutions
We provide comprehensive inheritance tax planning services to preserve wealth for future generations. Our strategies include will writing, trust arrangements, and tax-efficient gifting strategies. As qualified Trust and Estate Planners, we help clients navigate complex inheritance tax regulations while protecting their assets.
Life Assurance
Our life assurance solutions offer financial security for dependants through tailored protection plans. We assess individual needs to recommend appropriate coverage levels and policy structures, including term assurance and whole of life policies. This service ensures clients' financial obligations are met in unforeseen circumstances.
Will Writing
Professional will writing services ensure clients' wishes are legally documented and executed. We guide clients through creating comprehensive wills, including provisions for asset distribution and guardianship arrangements. This service forms a crucial component of effective estate and inheritance tax planning.
People
Alison Sellers
Financial Adviser
Qualified financial adviser since 1992 with expertise in investment strategy and wealth creation. Specialises in will writing and inheritance tax planning while maintaining FCA-regulated compliance standards.
Jon Bagust
Financial Adviser
Experienced financial adviser since 1987 specialising in retirement planning and pension fund analysis. Co-founder with extensive knowledge of income drawdown strategies and regulatory compliance frameworks.
Emily Lamont
Personal Assistant
Administrative manager since 2015 with additional qualifications in nutritional therapy and wellbeing coaching. Coordinates office operations while maintaining client communication and documentation standards.
Questions
What financial services do you specialise in?
We specialise in investment management, pension planning, inheritance tax solutions, life assurance, and will writing services tailored to individual client needs.
How do you tailor financial advice to individual clients?
Our face-to-face approach begins with analysing your current financial position, risk tolerance, and long-term goals to create personalised strategies that evolve with your circumstances.
Are you regulated by financial authorities?
Yes, we operate under the authorisation of the Financial Conduct Authority and maintain strict compliance with regulatory standards in all advisory services.
What areas do you serve?
Based in Beaconsfield, we serve clients throughout Buckinghamshire and surrounding regions with both in-person and remote advisory services.
Reviews (1)
Ash Taylor
Jun 06, 2018
Report
I have had the pleasure of using Astus Financial Planning on several occasions. Alison has always been incredibly professional, knowledgeable and thoughtful in her approach.
Alison understands that sometimes discussions around things like LPA's can be delicate and she strives to provide an safe environment so the best outcome can be created for everyone. I highly recommend Astus Financial Planning.
Alison understands that sometimes discussions around things like LPA's can be delicate and she strives to provide an safe environment so the best outcome can be created for everyone. I highly recommend Astus Financial Planning.
