Astute Private Wealth
After a number of years of WTK successfully building and retaining trusting relationships with our clients, their family and friends, we are pleased to announce that from the 1st July 2020, we will be changing our company name from WTK Financial Services Ltd to Astute Private Wealth Ltd. We will continue to operate out of our current location in Ewloe, Flintshire and would like to reassure our clients of our continued attention both now and in the future. Please see our News section on our website for more details.
Our Journey & Our Vision
Our mission is to build enduring and trusting client relationships. We will do this while treating our clients fairly by delivering a fair outcome and a first class business service.
We are proud to have been awarded the title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). The award of the Chartered title is strictly controlled and is a measure of our very highest standards of professionalism. As at 2024, we are one of only approximately 750 Chartered Financial Planner companies within the UK (the Financial Conduct Authority currently regulates approximately 5,800 IFA firms). We believe that Chartered status demonstrates the superior quality of our advice and service.
Executive Directors
- Andrew Neale, Director - Astute Private Wealth & Astute Investment Management
- Gary Lee, Director - Astute Private Wealth & Astute Investment Management
- Neil Coleman, Director - Astute Private Wealth & Astute Investment Management
- Neil Ransome, Director - Astute Private Wealth & Astute Investment Management
- Paul Kelly, Director - Astute Private Wealth & Astute Investment Management
- Richard Brocklehurst, Director - Astute Private Wealth & Astute Investment Management
Directors
- Alex Bothwell, Strategy, Risk and Operations Director
- Jacqui Garside, Finance Director
- Karen Lee, Compliance Director
- Richard Williams, Business Development Director
- Scott Osborne, Chief Investment Officer - Astute Investment Management
Senior Management
- Chris Jewson, Head of Operations
- Elliot Unsworth, Head of Client Proposition
- Hannah Kennedy, Head of Group Communications
- Steve Oakley, Head of Change and Development
Address: 5 2nd Floor, Vista Building, St David’s Park, Ewloe, Flintshire CH5 3DT, United Kingdom
Phone: +44 1244 660 793
Address: 5th Floor, 4 St. Paul’s Square Liverpool, L3 9SJ, United Kingdom
Phone: +44 151 236 9507
Address: Astute Wealth Services Ltd. The Old Forge, Moseley Hall Farm, Knutsford, Cheshire, WA16 8RB, United Kingdom
Phone: +44 1565 621 211
