Astute Financial Planners Ltd 28 Rutland Square, Edinburgh EH1 2BW
About the Business
Astute Financial Planners Ltd is a leading establishment in the finance industry that offers exceptional financial planning services to clients located in Edinburgh and across the United Kingdom. The institution is located at the prestigious address of Forth House, 28 Rutland Square, providing clients with a convenient and accessible location to visit.
At Astute Financial Planners Ltd, we pride ourselves on being a trusted and reliable source for all your financial planning needs. Our team of experienced and qualified professionals are dedicated to providing personalized and comprehensive financial solutions that are tailored to meet the unique needs and goals of each individual client.
We aim to make the financial planning process as seamless and stress-free as possible, with our team utilizing their expertise and cutting-edge technology to help clients navigate complicated financial decisions with ease. Our services include investment planning, retirement planning, estate planning, tax planning, risk management, and more.
As a point of interest in the Edinburgh area, Astute Financial Planners Ltd has earned a reputation for excellence and has been recognized as a leader in the finance industry. Our commitment to providing our clients with the highest level of service has resulted in countless satisfied clients who trust us to be their financial advisors for years to come.
Whether you are an individual, family, or business owner, Astute Financial Planners Ltd is equipped to provide you with the financial planning services you need to achieve your goals. Visit us today at Forth House, 28 Rutland Square, Edinburgh EH1 2BW, to schedule a consultation with one of our knowledgeable advisors.
Photos
Location & Phone number
Forth House, 28 Rutland Square, Edinburgh EH1 2BW, United Kingdom
Hours open
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"There are now so many options when it comes to insurance that we have been reluctant to commit to starting a new policy, mainly due to indecision. Paul has helped add clarity to our family’s options and given us confidence to select the right protection for our evolving needs. I have found Paul to be professional, reassuring and candid. We feel very comfortable relying on his knowledge and experience. The informational aids supplied have also been useful in helping with decision making. I look forward to contacting Astute in future when our needs change again. Thanks Paul."
"An extremely professional service that I would have no hesitation in recommending. As a financial planning layman the task of organising your finances as you build toward retirement is a daunting one however Astute have provided a clear roadmap and the confidence that I will achieve my goals. I cannot thank them enough. Perhaps the most impressive aspect of the service is that there is continuing follow up to ensure that the plan is staying on track. In this regard there is a very real sense of partnership and through this partnership a burgeoning feeling of trust."
"I've always received trusted advice from Paul with a great level of servive"
"Paul’s approach and professionalism I believe is key to why we entrusted him with our family insurances. He showed clearly where we “overinsured” and used the money creating a better balance of cover. We pay a competitive price for Paul’s services I don’t want cheap and I don’t want to pay over the odds what we have is someone who we trust and has demonstrated value, professionalism and easy to deal with. I have recommended his services to family and friends so that tells me everything."
"Paul is always friendly but professional . Gives sincere advice with no pressure."
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