Astute Wealth Management of Longridge has been named as one of the top 100 financial planning firms in the UK.
The listing was compiled by the influential Citywire financial publishing and information group, and is one of just two Lancashire firms - alongside Poulton-based Becketts FS - to have made it to the coveted top 100.The list was compiled and calculated recognising firms’ qualifications, recurring income & their commitment to the profession, to arrive at the 100 firms which are truly at the top of their profession.
Astute Wealth Management Ltd was founded in 2007 by husband & wife team Andy & Jean Mclaughlin, when their vision was to offer high-quality, holistic, fee-based financial planning, and over the years the firm has grown & been successful simply because they deliver what clients both want and need. Andy said; “From the outset, we wanted to provide our clients with the best advice they could get anywhere, not just as a one off, but year after year throughout their lives & have made significant investments in our staff to ensure that the advice and customer service our clients receive is second to none, so we are absolutely delighted that this has been recognised.”Enjoyed this? Read more from Astute Wealth Management Ltd