We are an Independent Financial Advisory and Wealth Management company based in Preston. We provide financial planning that can cover every aspect of individual lifestyle or specific areas of financial advice. Our services are provided by highly qualified Independent Financial Advisers who specialise in a diverse range of financial fields.
Having experienced success in running their own business, Andy and Jean McLaughlin founded Astute Wealth Management in 2007. Their vision was to establish a practice offering friendly expertise, along with a proactive service, for people with neither the time nor inclination to undertake their own financial planning.
In December 2018 Astute Wealth Management Ltd sold their business to Sanlam Wealth Planning – www.sanlam.co.uk.
At Astute Wealth Management, we will help to identify achievable lifetime goals for yourself, your partner and your family.
Our main objective never changes: to provide the best financial planning and financial advice. We consider both personal and, where necessary, business needs to ensure plans are geared to managing those unexpected changes life always brings.
The outcome of this process is to help our clients lead secure and ultimately fulfilled lives, safe in the knowledge that their plans and ambitions for the future will be realised with our ongoing support.