Financial Planning in Bournemouth

Are you looking to plan ahead for your future? If so, you require the benefits of our expert financial planning in Bournemouth. Our team of professional advisors and accountants possess a stellar understanding of the world of finance and can help you make the best decisions with your money.

How can we help with Bournemouth financial planning?

At Astute Money Management, we provide specialist Bournemouth financial planning that is completely bespoke. We listen carefully to your needs and offer a range of services that are designed to help you get the most out of your financial assets. Read on below as we go into further detail about the specific services that we offer:


An annuity relates to an open market option whereby you use your pension fund to shop around for the best deals. There are three options; standard, enhanced and impaired. As the best company for financial planning Bournemouth has to offer, we can advise you on which bracket you fall under based on your personal circumstances. If you are comfortable with taking a chance with your income we can also advise you on several other annuity options such as:

  • Capped drawdown
  • Flexible drawdown
  • Investment linked annuity
  • Scheme annuity
  • Short term annuity

Financial Planning in BournemouthInsurance

There are many insurance companies out there, all offering a myriad of packages at varying rates. At Astute Money Management, our team will assist in your financial planning in Bournemouth in regards to finding you the best options. You may be getting a raw deal with your current provider, so let us search the market on your behalf.

Inheritance Tax and Trusts

When it comes to inheritance tax and trusts, people often end up paying over the odds leaving them out of pocket. Our Bournemouth financial planning team can help you to devise clever strategies to ensure you pay the correct amount of tax. From advising you on appropriate investments to factoring in your access to assets, we will provide you with superb practical solutions.


On the subject of investments, this is an area in which we excel. From small commitments to large ventures we will ensure that you are aware of any issues that may be involved. Whether you simply require a one-off consultation or an on-going review, as the finest team for financial planning Bournemouth has to offer, we can help. Below we have listed just some of the areas in which we can help:

  • Capital protected plans
  • General portfolios
  • Insurance bonds
  • ISAs
  • Stocks and shares and much more

Retirement Options

We all want to ensure that our retirement is a comfortable one, which is why choosing the right retirement option is essential. At Astute Money Management, our retirement financial planning in Bournemouth is perfect for those who wish to maximise their available pension pot. We will guide you through the available options and demonstrate ways in which to utilise your available income efficiently.

Why choose Astute Money Management for your Bournemouth financial planning?

Since establishing our advisory service in 2007, we have assisted hundreds of satisfied clients with their Bournemouth financial planning. Our aim is always to act with integrity ensuring honest and impartial advice. We recognise that no two people are alike and with our VIP service you can be assured that we are acting in your best interests.

As a company, we operate with complete transparency – there are never any hidden charges and we will always be upfront with you concerning any fees. With the most cutting edge software at our disposal, you will have peace of mind in knowing that our financial planning Bournemouth specialists have you covered.


Looking for the best financial planning in Bournemouth? Stop searching and start dialling. Get in contact with Astute Money Management today on 01202 263856 to find out more.