About Us

Independent, forward-thinking and proudly based in the north-west, we’re a close-knit team of financial planners who always stay focused on what matters most.

Intelligent financial planning that goes the extra mile

Since we opened our doors in 2010, our clients have come to expect one thing from us above all else: truly first-class service. It’s the quality that defines us, and the reason the majority of our original clients are still with us today.

From our base in the north-west, we provide fair, results-driven advice for discerning professionals and their families. On this page, discover more about the Astute team and what makes us tick.

Our values

We Care

At Astute, caring is the cornerstone of everything we do. We prioritise client satisfaction above all else and we understand that every interaction with our clients is an opportunity to make a meaningful difference in their lives.

We recognise that our greatest strength lies in our unity as a team. By fostering a culture of teamwork, empathy, and mutual support, we amplify our collective impact for our clients.

We Are Transparent

Integrity is the bedrock of our business. We hold ourselves to the highest standards of honesty, ethics, and transparency in all our dealings. From our financial practices to our client interactions, transparency and accountability are non-negotiable.

We Uphold High Standards

Excellence isn’t just a goal; it’s our standard. We value continuous improvement within our firm, where every team member is dedicated to consistently delivering nothing short of the best for our clients.

By supporting our team in their continued development, we proactively work to ensure that we can maintain a high level of service and provide informed advice and up-to-date solutions.

We Think Forwards

We don't just react to change; we anticipate it. By embracing innovation and technology, we work to ensure that we continue to have the best tools available to position ourselves and our clients for success.

We Are an Inclusive Team

We know that we can provide our best service by working together; supporting each other in supporting our clients. We care about working hard to nurture a spirit of teamwork, collaboration, and mutual respect among our team.

We recognise that each individual brings a perspective built on their unique life experiences and it is important to us that we maintain an environment in which every voice is heard and valued. This helps us to better understand and support our clients and colleagues.

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Glyn Morris profile picture
Glyn Morris
27/03/2025
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Had a good day attending astute market update it was very interesting and I learnt alot I would recommend this event to anyone many thanks astute
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David Kenyon profile picture
David Kenyon
22/03/2025
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Excellent advice and support from people who know what they are doing. Not pushy in anyway and relay their advice and recommendations on the table with no pressure whatsoever.
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John Taylor profile picture
John Taylor
21/03/2025
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Astute have been looking after my pension for a number of years and have done a fabulous job. The staff are very knowledgeable, professional and always helpful. Their seminars are a wonderful way of keeping up-to-date with how things are going in the financial world and how it affects my pension. I cannot recommend them highly enough. J C Taylor
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Nigel Cox profile picture
Nigel Cox
03/03/2025
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Excellent and consistent support from Chris Newland and the Astute Team for over a decade now. Recommended provider.
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S G profile picture
S G
23/09/2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
First class service from a close team of highly skilled, personable, professional people.
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carl diable profile picture
carl diable
26/04/2024
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I called for a general discussion on pension position and thoughts. I found the interaction extremely informative and useful in considering options ahead of retirement. Anyone reaching retirement would benefit from such insight. Ross was so knowledgeable, informative and professional - highly recommended
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Philip Derbyshire profile picture
Philip Derbyshire
27/07/2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent, professional, knowledgeable, personal service.
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Karen Berriman profile picture
Karen Berriman
25/07/2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Continuous great support regarding personal finance over the years on a one on one basis through a personal financial advisor
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steph geraghty profile picture
steph geraghty
18/07/2023
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very helpful advice as always. Very informative and knowledgeable financial advisor [MrNorris} Thank you


Insights



The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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The UK State Pension Mistakes That Could Cost You Thousands

Imagine working hard all your life, reaching 66 years old and finally getting your State Pension, only to discover that you are missing out on hundreds of pounds a year. In this video, we explore what the State Pension is, why some people are missing out on the full State Pension, what you can do about it and also how we have helped one of our own clients navigate this surprisingly complicated area.

What Burnham Means For Investors & Why We’re Trimming EM

In our latest Quarterly Market Update, Jessica Creasey speaks with Dr Scott Osborne about the possible impacts of Andy Burnham's election as Prime Minister, as well as looking at the debate around an AI bubble; they also provide clients with a clear understanding of how the funds are currently positioned.

ISAs Under Attack

For the first time since their introduction back in 1999, some of the money you hold in an ISA could become subject to tax. we break down the changes in more detail and assess their impact, but more importantly, look at why ISAs will remain a valuable piece of the Financial Planning puzzle.

Your stories



Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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Astute Private Wealth
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