'When we were considering the best ways to support you as you plan and develop your career or business, we thought long and hard about our own journeys. We discussed the things we would have liked to have known more about when we were starting off.
Top of our list (after avoiding heartbreak!) was that we all wished we had understood more about our finances. From credit card blowouts to buying a first home, through the ups and downs of partnerships, family, career changes and the odd health scare, there were times when we had all had money worries. Thinking back, we all said we had found life insurances, savings, mortgages and loans complicated and we therefore thought a great way to help you would be to find a friendly financial adviser who understands and can explain things in plain english!
Astute Wealth Management are lifestyle financial planners that work alongside their clients to make sure they achieve the things they want out of life. As Independent Financial Planners, Astute provide a high level of technical support and hold the industry gold standard of being a Chartered Financial Planning Firm. They are a multidiscipline practise and provide guidance to clients in all walks of life from both a personal and corporate perspective.
Within the Astute ranks Laura Jones is one of the relatively few female financial advisers in the Country. Laura has worked in Financial Services for the last ten years and is acutely aware that the industry is generally delivered by and tailored towards men. Whilst men and women have a lot of the same financial requirements, women also have a few of their own. At Astute Laura works with a wide group of clients from people who are just starting in their own business, to entrepreneurs, professionals and retirees. Her role is provide financial advice however she also uses her different client knowledge to support in all areas of life.
From both personal and professional experience Laura knows that there are a few simple and effective financial steps you can take to make sure your Role is possible and the earlier you start to take these steps the quicker you get to where you want to be. Astute are committed to helping Role members to review their current financial position, make the most of the allowances, reliefs and benefits that are available to them, save money wherever possible and make sure families are protected from every eventuality.
Please complete the short questionnaire below which will trigger a Skype call from Laura.