Astute Private Wealth is a financial planning firm that always likes to think differently. ‘Our clients tell us they like it that way,’ says director Paul Kelly.

Rather than selling products, its focus is to simplify matters with a financial plan that connects clients’ wealth to what matters most to them.

Founded more than a decade ago, the vision was to create a financial planning business that was about more than just its shareholders. Set against an ever-changing financial services landscape, the management team wanted to build a stronger, more thoughtful business that enabled and empowered its growing team to deliver on its commitments to first-class advice and high-quality client service.

Since its beginnings, the firm has proven itself as an exceptional adviser company, earning a reputation for objectivity and empathy in the financial planning and investment management space. During 2020, it established its adviser academy to help develop the next generation of advisers and enhanced its investment proposition by launching a range of risk-managed open-ended investment companies. Last year was also a busy year for growth, with several local acquisitions being completed. Astute is actively looking to grow this side of the business further should the right firms come to market.

Astute is also aware of its responsibilities to the wider community and, via its annual charity of the year, has taken great pride in supporting a variety of causes including the Mental Health Foundation, Children with Cancer UK and Cancer Research UK.