The Astute team are all highly motivated and committed to what they do. Each member of staff is accredited with the professional qualifications relevant to the areas of specialism they work in. Supporting the continuous professional development of our people is one of the core values of the company.

 

VouchedFor rating and reviews for Andrew McLaughlin, IFA PRESTON

Andy uses a great deal of the knowledge and experience he obtained prior to his career in Financial Services, running a regional bus company. He successfully sold this business and entered the field of personal finance in 1999, when he rapidly progressed to leading one of the top teams of financial advisers, within one of the leading insurers in the UK.

Having experienced the Corporate approach to Financial Advice, Andy felt that he could create a business that would provide a highly personalised, long term service to its clients. He set up Astute Wealth Management Ltd with his wife and business partner, Jean, in 2007.

Since joining the profession, Andy has been committed to raising the standards of advice provided within the Financial Service Sector and is a former Chairman and existing committee member of the Personal Finance Society in Manchester.

Andy has built up an incredible knowledge of all things financial services; he is very passionate about pensions and saving for your retirement.

He enjoys being involved in the local community and is a Trustee of Knowle Green Village Hall, however his main hobby is his camera. He is a very keen photographer and enjoys trips to Belgium and France amongst others, photographing motor racing as well as the more scenic views of the Lake District and the Ribble Valley. Andy has recently framed some of his favourite pieces and these now have pride of place in our office here in Longridge.

As well as being a founder Director of Astute Wealth Management Ltd, Jean is also a qualified mortgage adviser and protection specialist. Jean’s days are filled with many different activities and as Practice Manager, she is in charge of the day to day running of the company. She takes charge of updating the Astute Company accounts and also provides this service for some of our clients.

 

Daniel was brought up in Middlesbrough with his family and moved to the North West in 2009 to study at the University of Central Lancashire. Having gained a BA (Hons) in Accounting and Finance, Daniel joined us straight from University in July 2013.

Daniel’s aim is to become a fully qualified Chartered Financial Planner, and he is currently developing his skills whilst working within the Astute Team. He will regularly be found discussing the week’s sports results and headlines. Within the office, Daniel is also seen as the IT person and is always on hand to help with any problems.

Daniel enjoys playing and watching a wide variety of sports (much to the annoyance of his girlfriend) including football, rugby and formula one. He tries to keep fit in the gym, although he does like to dabble with home cooked recipes, his favourite being a traditional Sunday roast.

 

Laura started her career in Financial Services in 2004 working as a Business Development Manager for a large insurer. Her role involved working closely with Financial Advisers and necessitated obtaining the diploma in Financial Planning in order to provide a high level of technical support to her clients. She benefited from a wide insight into the world of financial advice and developed her own ideas about what excellent service and support could look like. She made the move to put this into practice by joining Astute Wealth Management where our clients benefit from her strong knowledge of Tax Planning and Inheritance Tax Mitigation. She holds advanced pension qualifications and is authorised to advise in the more complex areas of Retirement Planning.

Laura mixes a great balance of knowledge and expertise with being personable and straightforward for our clients. In her spare time she loves to wine and dine but tries to counterbalance this with dog walking and running. As an English Literature Graduate she’s still a keen reader but (on the louder side) she has always had a passion for singing.

Diana is originally from Sanok in Poland. She moved to Preston, with her mother, at the age of 16. Diana joined Astute in January 2013 as a Paraplanner, having graduated from the University of Central Lancashire in 2012 where she obtained a Masters degree in Management & Finance. Diana’s ambition is to attain the high technical status of Chartered Financial Planner and we are delighted to be able to support her as she continues her studies.

Diana looks forward to visiting her family in Sanok at least twice a year. When she isn’t studying, Diana’s spare time is largely spent meeting with friends. She loves running and would really like to take up tennis as a sport. She is also a keen baker and she enjoys creating her own signature bakes.

Diana works closely with Laura, supporting a number of our clients – they make a great team.

 

Tom has worked at Astute since March 2015, as the business development and compliance manager, but has been known to Andy McLaughlin for a number of years. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region.

Tom enjoys playing the 5 string banjo when not at work, particularly bluegrass and classical fingerstyle, and has quite a collection of banjos ranging from 1890 to the present day.

Lee has over 10-year experience in Financial Services, starting out working for a large insurance company in Lytham, carrying out a variety of technical roles in their underwriting and claims department before moving into Wealth Management. His ambition was to put the theory into practice and he felt he could add value to private clients who are looking for a structured and defined pathway to managing their wealth in a tax efficient manner. He is a fully qualified Independent Financial Adviser and has passed 12 Financial exams to date, on track to become Chartered at the end of 2017. Lee takes a special interest in Business Financial Planning and Investment strategy, which involves sitting on the Astute Wealth Management Investment Committee which meets on a quarterly basis to ensure our nominated Investment Managers are being held to account on behalf of our clients.
Born and bred in Lytham St Anne’s, in addition to his studies he enjoys running and keeping fit, completing the Chester Marathon in 2015 and plans to beat his time in 2017. He welcomed his first child in February 2017 and is well on with wedding plans for August 2017, so has a busy year ahead.

Having previously worked as a credit controller within the chilled food industry, Barbara joined Astute Wealth Management in July 2015 as an administrator/accounts clerk. She has built up a great knowledge of accounting software and helps keeping on top of day to day office duties. Barbara currently works three days a week and is often the first person you speak to when you call.

Away from work Barbara is a dedicated season ticket holder for Blackburn Rovers and attends every home game with her youngest son, even throughout their recent dark days. Barbara also enjoys spending time with her family and attending Zumba classes.

Aron, born and raised in Preston, has recently joined us after graduating from University of Central Lancashire with a BA hons in International Business and Management. His ambition is to fully qualify as a Chartered Financial Planner and work alongside clients to help meet their financial objectives.

In Aron’s spare time he enjoys mountain biking, which he does every Sunday around Lancashire. He also takes great pleasure in keeping fit at the gym and makes sure he goes four times a week. Aron is seen as a technology enthusiast; he keeps up-to-date on all the latest technology and gadgets.

Finally, Aron’s greatest accomplishment to date is when he studied abroad in Guangzhou, China for his second year at university. He is proud of this achievement, as he had to overcome various challenges and no matter how difficult it got he stuck through it.

Gabrielle was originally born in London but moved to Lancashire from Hertfordshire in August 2007.

She joined Astute in December 2016 as an administrator and fast became the linchpin of the team.

With experience  in retail, accounts and sales – Administration is really where her forte lies however she has excellent rapport with clients and will always provide a warm greeting to our visitors.

Aside from work Gabrielle enjoys spending family time with her husband and daughter, an occasional Zumba class and taking long walks in the glorious Lancashire countryside with her Labrador Poppy.

Lisa started her career in Financial Services in 1998 and has a vast experience working in a Paraplanner role with Financial Advisers.  As part of the Astute team Lisa is known for being cool, calm and composed when it comes to working through a large pile of work. She really enjoys building a plan and seeing this develop for our clients. She works with all the advisers as part of a team and often discovers a better solution to the proposed plan.

Outside of work, Lisa is kept busy with her family, enjoys going to the gym and socialising with friends.