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. As at 2024, we are one of only approximately 750 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 5,800 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
Who We Are & What We Do
Executive Directors
-
Andrew Neale
Director - Astute Private Wealth & Astute Investment Management
-
Gary Lee
Director - Astute Private Wealth & Astute Investment Management
-
Neil Coleman
Director - Astute Private Wealth & Astute Investment Management
-
Neil Ransome
Director - Astute Private Wealth & Astute Investment Management
-
Paul Kelly
Director - Astute Private Wealth & Astute Investment Management
-
Richard Brocklehurst
Director - Astute Private Wealth & Astute Investment Management
Directors
-
Scott Osborne
Chief Investment Officer - Astute Investment Management
Senior Management
-
Chris Jewson
Head of Operations
-
Elliot Unsworth
Head of Client Proposition
-
Hannah Kennedy
Head of Group Communications
-
Steve Oakley
Head of Change and Development
Financial Planners
Management
-
Helen Ralphs
Compliance Manager
-
Katie Rosser
Compliance Manager
-
Ruth Davies
Senior Client Manager
-
Tim Williams
Senior Client Manager
-
Michelle Roberts
Senior Client Manager
-
Stephen Bullock
Data & MI Manager
-
Lynn Parker-Haworth
Client Experience Manager
-
Emma Goldsmith
Compliance Manager
Investment Analysts
-
Cordelia French
Junior Investment Analyst - Astute Investment Management
-
Nathan Chan
Senior Investment Analyst - Astute Investment Management
Client Managers
-
Joe Kelly
Client Manager
-
Kate Bowley
Client Manager
-
Lourdes da Silva
Client Manager
-
Luke Burman
Client Manager
-
Michelle Barlow
Client Manager
-
Paul Thomas
Client Manager
Client Manager Support
-
Elliott Potter
Client Manager Support
-
Hope Ford
Client Manager Support
-
Nicola Davey
Client Manager Support
-
Sophie Edwards
Client Manager Support
Compliance, Finance & IT
-
Chelsea Borrow
Compliance Assistant
-
Matthew Annetts
Finance Assistant
Client Support Team
-
Diane Lea
Client Support
-
Diane Meese
Client Support
-
Eileen Elrick
Client Support
-
Jenny Lloyd
Client Support
-
Nicola Kay
Client Support
-
Rhys Keown
Client Support