Financial Advisors Christchurch

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OUR ETHOS

We act with honesty and aim to deliver exactly what you ask us to and we also won't leave you confused or in the dark! We want to build the same kind of trusted relationship that you would expect to have with your doctor or dentist.

GIVING YOU CHOICE

We also believe you should have choice, so to reflect this we offer a range of service options which you can choose from to tailor the level of service that suits you best. The cost, if any, is discussed up front at the very outset.

NO NASTY SURPRISES

There are no hidden commissions, fees or charges, often uncovered with other firms when it is too late. We don't hide anything from you and keep you in the know at all times. This Brings tremendous peace of mind for you and your significants

V.I.P SERVICE

We work solely for you and give you the best solution available. We have access to cutting edge technology and only ever use the most experienced and brightest financial minds, which helps us provide you with an excellent service.

Want to discuss your options? Call 01202 263856 or click the button >>>

ABOUT US & OUR ETHOS

Astute Money Management Ltd was originally formed in 2001 as a compliance consultancy (called Integrity Compliance Ltd) to check the advice given by other firms.

From this experience we developed the idea that financial advice should be focused entirely on delivering exactly what you want.

We therefore set about developing an advisory service in 2007 to meet this need.

We act with honesty and aim to deliver exactly what you ask us to. We want to build the same kind of trusted relationship that you would expect to have with your doctor or dentist.

We also believe you should have choice, so to reflect this we offer a range of service options which you can choose from to tailor the level of service that suits you best.

The cost, if any, is discussed up front at the very outset.

There are no hidden commissions, fees or charges, often uncovered with other firms when it is too late.

We work solely for you and give you the best solution available.

We have access to cutting edge technology which helps us provide you with an excellent service.

independent financial advisor in Bournemouth
Bournemouth Financial Advisors

WE VISIT YOU!

We offer home visits without charge in the following areas: Blandford, Bournemouth, Broadstone, Christchurch, Corfe Mullen, Dorchester, Ferndown, Lymington, Lyndhurst, Poole, New Milton, Ringwood, Salisbury, Shaftesbury, Sturminster Marshall, Verwood, Wareham, West Moors, Wimborne. We can travel further, but there would be a charge to cover expenses and time.

ARRANGE A VISIT

Auto Enrolment & Workplace Pensions:

Are You Running Out Of Time?

Auto enrolment is the name of the process that The Pensions Regulator put in place, where ALL employers are legally obligated to provide a Qualifying Workplace Pension Scheme (QWPS) to their employees & contribute towards their pension.

That is just one step in your journey!

Do you think you are ready for Auto enrolment?

If you say yes……Are you sure?
Many employers are either leaving Auto enrolment to the last minute, or are not concerned because it is still a year or 2 away. This is a BIG mistake.
There is a reason The Pensions Regulator is notifying smaller businesses of the date they have to have a pension scheme set up for their employees 2 years in advance:
The reason is that there are many steps an employer has to follow to get to this stage and beyond!

ACT NOW - CLICK HERE
Pension Auto Enrolment
The law on workplace pensions has changed. Every employer with at least one member of staff now has new duties, including putting those who meet certain criteria into a workplace pension scheme and contributing towards it.

Phone:
01202 263856

Email:
advice@astutemm.co.uk

Visit us at

12 Meyrick Park Crescent
Bournemouth
BH3 7AQ

Astute Money Management Ltd is registered in England & Wales (registration number 04206845) at address: 12 Meyrick Park Crescent, Bournemouth, BH3 7AQ

Astute Money Management Ltd is authorised and regulated by the Financial Conduct Authority, Firm number 713521

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