Our Southampton financial advisor services
Our aim is to give clear and honest advice on the specialist financial aspects. Our Southampton financial advisors tailor their experienced knowledge in the financial market to help you make the most out of your finance. We know all the right methods and financial jargon to give you comprehensive guides to the following financial services:
An annuity is an annual payment that will result in a lump sum investment. When you choose our Southampton financial advisors, we will advise you on what rate of annuity you are eligible for and what your annuity will entail. It is important that you have an annuity suited to your lifestyle, so you make the most out of your lifetime investment. With us, you can explore all the different options available for your annuity from a short-term annuity to flexible drawdown.
Do you struggle to understand current tax legislations? At Astute Money Management, our financial advisors in Southampton will guide you through tax liabilities. We take into account your income, assets and the needs of your beneficiaries to discover your suitable inheritance solutions.
Insurance is essential to provide that extra level of cover and assurance throughout your life. We undertake thorough research for an in-depth understanding of which providers have the appropriate policies for your economic requests. There will be no hidden fee for the insurance service we provide and any extra costs will be established at the outset of meeting your financial advisor.
Whether you are looking for small or large investments, our team at Astute Money Management have expert recommendations you can rely on for your investment queries. We cater to your circumstances and specific goals to determine how your money is invested. Our Southampton financial advisors will explore a variety of tax solutions to minimise the tax affecting your investments.
You can depend on Astute Money Management to provide you with investment types including ISAs, insurance bonds, stocks and shares, and pension investments.
If you are nearing retirement age, you are probably considering what pension is right for you. When you talk to one of our Southampton financial advisors, we will guide you through retirement package. For your peace of mind, we advise you on the best solutions to manage your finances for your retirement. At Astute Money Management, we provide flexible, guaranteed and phased retirement plans depending on the stature of your current finances.