Chester Office 01244 660 793
Liverpool Office 0151 236 9507

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”

 

Mark Wignall - Business Operations Director

Directors

Financial Advisers

Senior Management

Management

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