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.

 

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.

 

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.

This year he is delighted to take up the prestigious position of President of the East Lancashire Chamber of Commerce. The Chamber is a leading voice on all issues relating to business and Andy looks forward to championing the Chamber’s work which benefits businesses of all sizes and sectors.

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.

Lee began his Financial Services career in 2007 working at a large insurance company in Lytham St Annes. He spent time working in their technical underwriting and claims teams he then moved into Wealth Management. A fully qualified Chartered Financial Planner he has passed 16 industry exams to date and is planning on continuing this education by branching out into advanced taxation exams. He specialises in advising HNW clients who have large investment portfolios and sits on the Astute Wealth Management investment committee which meets quarterly. He also advises landlords who hold large residential property portfolios on tax planning involving the use of company and trust structures. In his spare time enjoys reading, travelling and spending time with his young family.

Marc was born and grew up in Halifax, West Yorkshire, relocating to the North West in 2006. He has worked in banking and financial services for over 20 years, holding a number of roles including retirement consultant and business development manager as well as that of financial adviser.

He joined Astute Wealth Management in June 2017 and has recently achieved the status of Chartered Financial Planner, as well as becoming a Fellow of the Personal Financial Society.

In his spare time he enjoys most sports, particularly cricket, motor sport and football. He has been a season ticket holder at Bradford City for more years than he cares to remember and he’s currently trying  – unsuccessfully – to convince his young son to follow his lead!

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 is a fully qualified Chartered Financial Planner. He achieved this within five years of being in the industry which is a fantastic achievement. 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 sport 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.

Natalie has over ten years’ experience working for financial planning companies. She qualified as a financial planner two years ago and joined Astute in November 2017.

Natalie’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.

A keen sportswoman, Natalie plays high level football and netball. She started playing football 16 years ago and is a member of Sir Tom Finney’s Ladies’ team who recently secured promotion to the Women’s North West premier division.

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.

Over the last five years Diana has worked incredibly hard, taking lots exams. Astute is delighted to have supported her throughout and is incredibly proud that she has achieved Chartered status.

Diana looks forward to visiting her family in Sanok at least twice a year. With exams finally out of the way, Diana is looking forward to having some more spare time where she plans to improve her tennis and get out running more . She aims to smash her half marathon time that she set last year and being very driven, has already set her next challenge: the three peaks.

A keen baker, Diana enjoys creating her own signature bakes and we love birthdays in the office as Diana always bakes a cake for us all to enjoy.

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.

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.

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 and an occasional Zumba class.

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.

Peter, has a wealth of experience of working within financial services and is a Diploma qualified Paraplanner.  He started his early career within the banking sector and successfully progressed to becoming a financial adviser within the same industry.  Having experienced first-hand the attributes required to be a financial adviser, Peter now specialises in providing high level quality technical support to our advisers.  He is proactive and hardworking individual with an eye for detail and a passion for getting it right first time.

Peter’s aim is to become a Chartered Paraplanner and is developing his skills whilst working within the Astute Team.

Peter, enjoys playing and watching a variety of sports (much to the annoyance of his wife) including football, cricket and boxing.  He tries to keep active by regularly attending the gym, along with being a taxi service to his two children.

After graduating from University with a first-class honours degree in Accounting and Finance, Sam started his career as a Trainee Accountant at an international PR firm in Manchester.

Sam made the transition into Financial Services in 2013, working as a Wealth Management Consultant for a local financial services firm where he advised both personal and corporate clients.

Sam is a fully qualified Chartered Financial Planner, proudly achieving this accreditation after only four years of being in the industry.

Outside of work, Sam is a keen golfer and a member of Longridge Golf Club, as well as an avid Preston North End fan. He also enjoys hiking at the weekend with his fiancée Emily and his Labrador Louis.