Dorset Financial Planning

Are you looking to get your finances in check? If so, call Astute Money Management today for sound Dorset financial planning advice that will help you get a handle on your money. Whether you are planning for the future or looking to invest, Astute Money Management are here to help.

Consult our experts on financial planning in Dorset Dorset Financial Planning

When it comes to planning out your finances and setting yourself up for retirement, there is no time like the present. For those without the minds of accountants, wading through the never ending torrent of financial information can prove to be a headache. At Astute Money Management, we believe that when it comes to separating fact from fiction, our financial planning Dorset services are the best around.

The superb services offered by Astute Money Management


When it comes to finding the best deals, it pays to shop around, and our financial planning in Dorset can help when it comes to your annuities. An open market option involves using your pension fund to secure the best deal. Sounds risky, but it’s really not and can help find you a guaranteed lifetime annuity that is perfect for you.

There are three different options available; standard, enhanced and impaired. These take into account factors such as income, health, type of lifestyle (low versus high risk), as well as illnesses that may shorten your life expectancy. At Astute Money Management, our Dorset financial planning accountants can advise you on whether or not you qualify for enhanced or impaired as these can offer you the best rates around.


An investment can yield fantastic benefits, but it can also cripple you financially if not properly thought out. Whether you are looking to make small or large investments our financial planning Dorset advisors can recommend the best investments options for you. We provide one-off solutions right through to long term services that entail regular reviews geared towards anticipating changing circumstances.

At Astute Money Management, we can provide assessments for investment considerations that include:

  • A wide selection of tax options
  • The range of investment solutions available
  • Your current setup
  • Your desired targets

Retirement Options

It is never too early to plan for the future, and we can provide the most comprehensive financial planning in Dorset to help best utilise your income. It can be a harrowing experience sifting through the many retirement options on offer but at Astute Money Management, we can find the best deals for you.

Our advisors recommend income targets designed to help you invest wisely. There are two options to consider when choosing a retirement package. The first is a flexible option which means an income drawdown or unsecured pension. The second option is a guaranteed (inflexible option) which has variable limits.

In addition to the above, we can also provide financial planning Dorset services for a range of other issues that include:

Why choose Astute Money Management?

At Astute Money Management, we believe that when it comes to making the tough financial decisions, there is no room for error. Over the years, we have provided financial planning in Dorset for thousands of clients that has helped them make the best decisions for themselves and their families. Our service operates with the strictest confidence, and you have the utmost assurances that none of your personal details will ever be passed along.

To provide the most comprehensive and knowledgeable solutions for our customers, we use state-of-the-art technology. Our financial planning Dorset advisors will establish a relationship of trust providing you with peace of mind that you are in safe hands.


Contact us on 01202 263856 or drop us an e-mail at and discover how our Dorset financial planning services can benefit you.