We are pleased to announce that we have been included in the prestigious CityWire New Model Adviser Top 100 awards for 2021.

Astute Private Wealth has grown considerably over the past year, adding over 400 clients and £200m assets. This resulted in a change of brand in July 2020, from WTK Financial Services to Astute Private Wealth for its core financial planning business and the launch of Astute Investment Management for its discretionary fund management business.

With headquarters in the Welsh village of Ewloe and new office premises in Liverpool city centre we have reinvested profits to increase staff from 46 to over 50 and have embraced new technologies to communicate with clients.

We would thank all our staff , our professional introducers and indeed most of all our most valued clients for assisting with the growth of Astute Private Wealth, who have become one of the leading firms of Chartered Financial Planners & Independent Financial Advisers in the North West.