Astute Money Financial Planning was founded in 2013 by Darren Fisher.
The 'Astute Money' brand's mission statement is 'to offer a quality, high net worth financial planning service to those clients and businesses who are very much wishing to be 'Astute' with their money and their assets'.
Whatever financial challenges or opportunities you face the Astute Money team are ready to help you and guide through what may be some of the most important financial decisions that you will ever make:
Completed Qualifications - Financial
*Diploma in Financial Planning
*Financial Planning Certificate
*Certificate in Mortgage Advice
*Certificate in Life & Pensions
*Certificate in Equity Release
*Award in Long Term Care Insurance
Darren Fisher, Managing Director of Astute Money Financial Planning Ltd, is a seasoned Financial Adviser with 35 years of experience in the industry. He works with a range of clients who have trusted their affairs to his expertise.
Darren prides himself on building long term relationships with his clients and has had many of them for over thirty years.
Based in Tavistock, Darren embraces remote working and is happy to meet with clients remotely via Teams or FaceTime as well as local hotels and business centres or even in the local coffee shop! Alternatively, Darren will happily visit clients at home or at their offices, by arrangement.
Living in Devon, Darren is married to Patsy and they have three daughters.
Kerry began her career in general insurance at age 23, moving to financial services at 27.
She has approximately 16 year’s experience working in a support role within the industry and since joining Astute Money Financial Planning in May 2018, Kerry has increased her knowledge of the industry and is continuing to learn.
Kerry lives in Plymouth with her husband and daughter and enjoys getting out and about.
Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd are apart of Quilter financial planning, Quilter financial planning is apart of Quilter Plc. The Quilter Group of companies offers a range of pension, protection, and investment solutions through both a UK and International platform. This may give rise to a potential conflict of interest where a company within Quilter Group has a suitable solution for your needs. If such a situation occurs, I will ensure that my recommendation is the best execution of your needs. I will also highlight the potential conflict of interest at the time of making the recommendation.
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, ‘Brookside’, Mary Tavy, Tavistock PL19 9PR. Registered as a Limited Company in England and Wales. No. 08538737
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