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Important Information, Please Read



Astute Financial & Lifestyle Planning Limited, trading as Astute Financial Planning, is authorised and regulated by the Financial Conduct Authority (FCA).

Our FCA reference number is 437966 and for your reassurance further details of our FCA authorisation can be viewed at https://register.fca.org.uk/ (the FCA Register).

Please note that whilst Astute Financial Planning is authorised and regulated by the FCA for providing advice on certain investment and financial products; some of the services mentioned on our website, and in literature that may subsequently be provided to you, may not be regulated by the FCA.

One such vitally important service (which is not offered by the majority of financial advisory companies) is our visionary comprehensive financial planning service. This involves the use of incredibly powerful lifelong cash flow forecasts, which our clients recognise as being the key to making empowered decisions now about their financial futures. This important aspect of our service is explained further on our website.

Please note that our website is not designed to provide you with any specific financial or other advice and therefore you should not place any reliance on any such general information provided (or indeed inadvertently omitted).

When we describe, for example, our approach to investment planning and outline various tax efficient investment products, please note that: the value of investments can fall as well as rise, capital values are not usually guaranteed and past performance is not a guide to future investment performance.

We take our clients' privacy very seriously and will only use our clients' personal information and data to administer the financial planning services we have agreed to provide them with, including but not limited to any products or contracts for investments, pensions and life cover etc. clients have made or entered into through our firm. Our Data Protection & Privacy Notice can be viewed here.

In the event of a complaint arising, the firm has complaint procedures in place that will be followed. If the complaint cannot be resolved satisfactorily, the individual can refer their complaint to The Financial Ombudsman Service (FOS) which is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.Financial-Ombudsman.org.uk.

(Polite notice for journalists: We are very happy for you to reproduce any of the information contained on our website but would respectfully ask that you attribute it to Astute Financial Planning).


 
 
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  Astute Financial & Lifestyle Planning Limited, trading as Astute Financial Planning, is authorised and regulated
by the Financial Conduct Authority (FCA) ~ reference no. 437966.