'People's financial objectives are not driven primarily by a desire for money but by their desire to achieve and maintain the lifestyle they want for themselves and their family'.
The needs of our clients remain at the core of what we do as experts in understanding the needs of business owners and private clients, Astute Financial Management UK are leaders in their field of financial planning.
Geoff provides financial advice to both individuals and businesses on a fee basis.
The relationship that is built with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:
1. Determine situation - We undertake a comprehensive review of your current circumstances.
2. Evaluate goals - We will evaluate your needs, goals and objectives over the short, medium and long term. Firstly we will consider your life and family objectives before then considering your financial goals.
3. Risk, analysis and research - We will have an in depth discussion to establish your attitude to investment risk to ensure that any plan is aligned to your needs. We also undertake thorough impartial analysis and research to tailor an individual solution to your needs and goals.
4. Create Plan - We will present you with a comprehensive financial report to be discussed and refined as required.
5. Implement plan – Once we have agreed the best way forward we will implement your plan.
6. Review and revise plan – Things change over time and it is vital that we review your plan. We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place continues to reflect your needs and keeps pace with any changes in circumstances.
This process has to be underpinned by a joint commitment from both Geoff and our clients in order to ensure the successful completion of their financial goals.
Geoff Penrice Chartered Financial Planner
Astute Financial Management UK Ltd
4th Floor Peek House
London, EC4N 5AT
Tel: 020 3301 1250
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