Southampton Financial Advisors

Are you looking to put your finances in order? Whether you are retiring or would simply like to put aside some cash, Astute Money Management will provide first-class Southampton financial advisors to help you manage your finances.

Our financial advisors in Southampton services

Managing your finances can be a daunting prospect and all it takes is the slightest miscalculation to leave you out of pocket. At Astute Money Management, we provide a team of skilled financial advisors in Southampton who will take the stress out of handling your finances. We make it a point to stay informed and up-to-date on the very latest legislation and financial schemes to offer you the best advice around.

financial advisors Southampton servicesReasons why you need to hire our financial advisors Southampton services

Investments

Whatever you are looking to invest in, our expert advisors are just a phone call away. We can interpret the markets allowing us to adapt to the changing financial climate. This allows us to ensure that your money is always looked after. Whether you are looking to make small or large investments, we will offer you helpful advice and recommendations. We provide one-off advice or a long-term service that includes frequent reviews.

Inheritance tax and trusts

At Astute Money Management, we can use our knowledge of current legislation and tax rates/ exemptions to identify your tax liability. Our fantastic Southampton financial advisors will explore ways to help mitigate your tax liability or if necessary, plan the best way to pay your tax. Our inheritance tax and trusts service will factor in many variables such as income, access to assets, care fees and more to provide you with clever solutions.

Insurance

If you are looking to take out insurance, we can find you the best price while offering you unbeatable value regarding features and level of cover. We know the insurance sector inside and out and can advise you on the best policy to suit your requirements. Best of all, we are paid by commission for “pure insurance” so in most cases there will be no fees.

Retirement options

Saving for retirement is a consideration that we all must make. If you are worried about your finances then our financial advisors Southampton service is just for you. We will advise you on how best to employ your income by offering one-to-one advice to help you prepare your finances. With two retirement options to choose from, there is something for everyone.

Firstly there is the ‘Flexible Option’ which is a pension that offers a potentially higher income. Then there is a ‘Guaranteed (inflexible) Option’ which is ideal for those with a high tax bill or who are undergoing phased retirement.

At Astute Money Management, we can also advise on a range of other financial areas such as:

  • Annuities
  • General portfolios
  • Insurance Bonds (onshore)
  • ISAs
  • Stocks and shares and many more

Why choose Astute Money Manager to advise you on your finances?

Since our original formation back in 2001, we have strived to offer our customers sound financial advice to help them make informed decisions. Our financial advisors in Southampton have years of experience building trusted relationships with our clients. To this end, your finances will be treated with the strictest confidence, and you will never have to deal with hidden commissions, fees or charges.

We provide a complete VIP service that is tailored to you. You tell us what you want, and we will recommend the best services to suit your requirements. At Astute Money Management, we will utilise the most cutting edge technology to ensure complete customer satisfaction.

Contact

Contact us today on 01202 263856 to book your consultation with one of our professional Southampton financial advisors.