Dedicated to finding the truth
Astus Financial Planning offers a comprehensive range of financial planning services to individuals and businesses in the local area. Our experienced team of qualified financial advisers are dedicated to providing tailored, proactive advice to help you achieve your financial goals.
Who we are
Our distinct and direct approach to investment management is built on the twin foundations of our experience and your thinking. We believe in open communication, regular review, and working collaboratively with you to understand your unique needs and aspirations.
1. Investment Management
- Tailored investment plans based on your risk appetite, goals, and aspirations.
- Regular review and monitoring of your portfolio to ensure it remains aligned with your evolving needs.
- Access to a diverse range of investment options through leading platforms.
2. Life & Protection
- Guidance on finding the right life and critical illness cover to safeguard your financial security.
- Review of existing policies to ensure adequate protection and potential savings.
- Personalized recommendations on mortgages, business protection, and other insurance needs.
3. Retirement Planning
- Comprehensive analysis of your pension plans and other retirement savings options.
- Practical strategies for maximizing your contributions and ensuring a comfortable retirement.
- Guidance on income drawdown strategies as you approach retirement.
4. Estate Planning
- Creation of personalized wills, power of attorney, and other estate planning documents.
- Review of your financial and business assets to ensure proper succession planning.
- Guidance on inheritance tax mitigation strategies.
Our Team
Astus Financial Planning is a team of experienced professionals, each with extensive knowledge in their respective fields. We are committed to providing personalized, responsive service and building lasting relationships with our clients.
Our Approach
We take a tailored and consultative approach to financial planning, focusing on understanding your individual circumstances, goals, and aspirations. We work collaboratively with you to develop a plan that meets your unique needs and financial situation.
The reviews are overwhelmingly positive, highlighting the expertise, approachability, and professionalism of the team at ASTUS. Clients appreciate the clear and concise advice they receive, as well as the personal service. The team is described as down-to-earth, friendly, and easy to understand, making them a pleasure to deal with.
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