What’s
your story
Understanding you and your family is the heart of creating a financial plan that truly fits your needs. It’s all about building trust and diving into what drives you – your loved ones, your biggest regrets, and your proudest moments. You’re at the centre of this process. Every client has different dreams and timelines, and my goal is to craft a financial plan that’s tailored specifically to you.
Have these thoughts crossed your mind?
- I don’t feel in control of my finances.
- I have pensions but no idea what they’ll provide.
- I think I’ve left it too late to talk about my pensions.
- I have a mortgage, kids, and now need to start saving for retirement.
- I own a business and consider it my retirement plan.
- I have no interest in pensions or investments.
- Bank accounts offer decent interest rates, shouldn’t I just put money there?
- I’m not sure what a financial plan even is.
- How can an adviser truly add value?
Let me take the stress out of your finances
If any of these sound familiar, you’re in the right place. Let’s chat about where you are and where you want to go. I’m here to help you navigate your financial journey with clarity and care. I want you to feel like you’ve learned something new and that you’re in control of where your financial journey is headed. That’s where I come in – working with you to design your future, one step at a time.
Sarah Seeley
Chartered ALFBF
fOUNDER & Financial Planner
Hi, I’m Sarah Seeley, Founder and Director of Astute Financial Planning. My passion as a Financial Planner is helping clients not only achieve their financial goals but enjoy the journey along the way.
Talking about finances can feel overwhelming—there’s jargon and uncertainty about where to start. That’s where I step in, offering a simple, approachable service. I handle the technicalities so clients can focus on what matters most—buying a dream home, stepping confidently into retirement, or embarking on a long-awaited adventure.
My work is built on Trust, Compassion, Respect, and Learning. These values guide me to deliver tailored advice and build strong, meaningful client relationships.
In 2020, I became a Chartered Associate of the London Foundation for Banking and Finance, going beyond standard qualifications to provide expert guidance. I work with a select group of clients, creating personalised plans to align with their aspirations. Let’s chat—I’d love to help!
Our core values
Trust
Trust is knowing your best interests are always prioritised, with honest guidance and clear advice for every decision.
Respect
Respect means being heard, understood, and receiving advice that aligns with your personal values and goals.
Compassion
Compassion ensures your goals are the priority, with care and understanding tailored to your personal journey.
Learning
Learning gives you control over your financial future, with opportunities to grow and make informed choices at every step.
Client testimonials
Professional planning for retirement
Sarah, you are knowledgeable, always available, speak plain English, and get things done. The strategy we implemented went completely to plan, and I am 100% satisfied with the outcome. I’m now living the life I dreamed of in retirement.
Pensioner with limited income
I really enjoyed your calming, reassuring influence. From not thinking I could afford the purchase, you gave me the green light to go ahead with confidence. You lifted my spirits totally. I’m over the moon. It has made a huge positive impact on my life, and I’m really happy with my car. Thank you, Sarah, for helping me.
Couple with multiple pension pots
Anyone looking for clarity in their finances or wanting to ensure they’re getting the most from their investments would benefit from Sarah’s expertise. If we ever need additional financial services, Sarah will be our first port of call.