Family Office At Astute Wealth Management, we are proud of our commitment to provide ongoing support for our clients across the range of Lifestyle Financial Planning and financial advice services we offer. We ensure this support is available and readily accessible to clients through Astute’s ‘Family Office’ suite of in-house services and trusted external, professional relationships.


In summary, we combine our lifestyle financial planning services with our Family Office suite of services to ensure ongoing support for clients – flexible support, ready to deal with the unexpected. In the face of change, Astute offers its clients as much help as they may need.

Astute Wealth Management: considered, bespoke lifestyle financial planning and implementation of professional financial advice… supported by –

In-house Services

  • Bookkeeping
  • PA & Concierge services
  • Tax / VAT returns
  • Management accounts
  • Banking
  • Independent Mortgage advice*

*Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. We normally charge £495 for this advice. The precise amount will depend upon your circumstances.

Astute Pensions **

  • SIPPs
  • SSAS

** Astute Wealth Management’s sister company, Astute Pensions, comprises a team of pension specialists and offer products specially designed to meet most people’s retirement needs. A link to the website is provided here:

Astute Trusted Partner Relationships

  • Chartered Accountant
  • Solicitors
  • Tax Specialists
  • Offshore Trustees
  • External Fund Managers
  • General Insurance

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