We are an independent financial advisory company based in the Ribble Valley/Longridge, near Preston. We provide financial planning that can cover every aspect of individual lifestyle or specific areas of financial advice. Our services are provided by highly qualified Independent Financial Advisers who specialise in a diverse range of financial fields. Having experienced success in running their own business, Andy and Jean McLaughlin founded Astute Wealth Management in 2007. Their vision was to establish a practice offering friendly expertise, along with a proactive service, for people with neither the time nor inclination to undertake their own financial planning.
Today, Astute Wealth Management Ltd is one of relatively few Chartered Financial Planning practices in the UK and is widely recognised for the high standard of service offered. At Astute, we will help to identify achievable lifetime goals for yourself, your partner and your family.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 45 Berry Lane, Longridge, PR3 3JP
01772781880
Business Name
Astute Wealth Management
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