Simply providing first class professional financial planning
advice at our offices in Plymouth

Wealth Management

Savings, Investments, Tax Planning, Retirement Planning

Personal and Business Protection

Life Cover, Critical Illness cover, Income Protection Cover, Business Cover

Retirement Planning

Pension Funds, Personal Funds, Company or Trustee Funds

Wealth Preservation

Estate Planning, Succession Planning, Trusts, Key Business Person

Our priorities when advising our clients:

Protecting Wealth
Protecting you and your family’s standard of living against the unexpected.

Managing Wealth
Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.

Creating Wealth
Ensuring you maximise your standard of living for when you do not want to work so hard.

Business Wealth
Helping small and medium-sized enterprises to grow and become more profitable.

Preserving Wealth
Preserving the value of your estate for the benefit of your family.

Retaining Wealth
Retaining more of your hard-earned money legally and ethically.

The Financial Conduct Authority do not regulate wills, inheritance tax planning and trusts.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.


Please fill out and submit the enquiry form below and we promise to get back to you within 2 workings days.

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Astute Money Financial Planning Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Registered Address: Astute Money Financial Planning Limited, Plymouth Science Park, Davy Road, Plymouth, Devon, PL6 8BX. Registered as a Limited Company in England and Wales. No. 08538737

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