Chester Office 01244 660 793
Liverpool Office 0151 236 9507
Knutsford Office 01565 621 211

About Astute Private Wealth

As a firm of chartered financial planners, we seek to provide a high-quality service that is designed to take care of you over the long term, never losing sight of the fact that we must deliver financial planning strategies that fulfil your requirements.


Our Journey & Our Vision

Our mission is to build enduring and trusting client relationships. We will do this while treating our clients fairly by delivering a fair outcome and a first class business service.

We are proud to have been awarded the title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of the Chartered title is strictly controlled and is a measure of our very highest standards of professionalism. We are one of only approximately 900 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 4700 IFA firms). We believe that Chartered status demonstrates the superior quality of our advice and service.

“Our Team – Creating, Managing and Protecting Your Wealth”


Alex Bothwell - Strategy, Risk & Operations Director

Executive Directors


Senior Management

Financial Planners


Investment Analysts

  • Nathan Chan

    Senior Investment Analyst - Astute Investment Management
  • Toby Hulse

    Investment Analyst - Astute Investment Management

Client Managers

  • Anastasia Thomas

    Client Manager
  • Bailey Ewel Robertson

    Client Manager
  • Emma Goldsmith

    Client Manager
  • Joe Kelly

    Client Manager
  • Kate Bowley

    Client Manager
  • Lourdes da Silva

    Client Manager
  • Matthew Galloway

    Client Manager
  • Matthew Thomas

    Client Manager
  • Michelle Barlow

    Client Manager
  • Michelle Roberts

    Senior Client Manager
  • Paul Thomas

    Client Manager
  • Ryan Cook

    Client Manager
  • Sion Williams

    Client Manager

Client Manager Support

  • Elliott Potter

    Client Manager Support
  • Hope Ford

    Client Manager Support
  • Matthew Monk

    Client Manager Support
  • Nicola Davey

    Client Manager Support

Compliance, Finance & IT

  • Chelsea Borrow

    Compliance Assistant
  • Matthew Annetts

    Finance Assistant
  • Owen Hamilton

    Digital & Technology Support Assistant

Client Support Team

  • Diane Meese

    Client Support
  • Eileen Elrick

    Client Support
  • Emily Martin

    Client Support
  • Jenny Lloyd

    Client Support
  • Lucy Bateman

    Client Support