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”
Mark Wignall - Business Operations Director
Who we are & what we do
Directors
-
Andrew Neale
Director - Astute Private Wealth & Astute Investment Management
-
Gary Lee
Director - Astute Private Wealth & Astute Investment Management
-
Neil Ransome
Director - Astute Private Wealth & Astute Investment Management
-
Richard Brocklehurst
Director - Astute Private Wealth & Astute Investment Management
-
Neil Coleman
Director - Astute Private Wealth & Astute Investment Management
-
Paul Kelly
Director - Astute Private Wealth & Astute Investment Management
Financial Advisers
Senior Management
-
Scott Osborne
Chief Investment Officer - Astute Investment Management
Management
-
Steve Oakley
Change and Development Manager
-
Chris Jewson
Operations Manager (Ewloe)
-
Jane Butcher
Compliance Manager
-
Helen Ralphs
Compliance Manager
-
Katie Rosser
Training and Development Manager
-
Lynn Parker-Haworth
Client Experience Manager
-
Stephen Bullock
Data Manager
Client Managers
-
Elliot Unsworth
Senior Client Manager
-
Ruth Davies
Senior Client Manager
-
Adam Gazeley
Client Manager
-
Michelle Barlow
Client Manager
-
Paul Thomas
Client Manager
-
Michelle Truong
Client Manager
-
Bailey Ewel Robertson
Client Manager
-
Mark Ditchfield
Client Manager
-
Susie Rooney
Client Manager
-
Karen Lloyd
Client Manager
-
Claire Worthington
Client Manager
-
Matthew Galloway
Client Manager
-
Matthew Thomas
Client Manager
-
Shaun Griffiths
Client Manager
-
Anastasia Thomas
Client Manager
-
Joe Kelly
Client Manager
-
Ryan Cook
Client Manager
-
Steve Hoy
Client Manager Support
-
Stephanie Jones
Client Manager Support
-
Elliott Potter
Client Manager Support
-
Roberta Stankeviciute
Client Manager Support
-
Matthew Annetts
Finance Assistant
-
Dominic Benson
Client Manager Support / IT Support
-
Ryan Worrall
Client Manager Support
-
Rio Duhaney
Client Manager Support
Investment Analysts
-
Nathan Chan
Senior Investment Analyst - Astute Investment Management
-
Toby Hulse
Investment Analyst - Astute Investment Management
Client Support Team
-
Nicola Davey
Client Support
-
Eileen Elrick
Client Support
-
Jenny Lloyd
Client Support
-
Matthew Monk
Client Support
-
Christian Wilkinson
Client Support
-
Diane Meese
Client Support