Acuity Financial Consultancy Ltd is a high quality Lichfield based firm. We operate throughout Staffordshire, the Midlands and UK wide, providing clear financial advice and vision to both private and corporate clients. Our Financial Advisers provide an alternative to other companies, as we focus on the important points of any financial matter and aim to ensure these are always clearly understood.
Our advisers aim is to increase the overall security and wealth of our clients. Building genuine long-term relationships, most of our work comes from existing clients and client recommendations. This clearly demonstrates our commitment to the long term. We can help with Pensions planning, including Defined Benefit schemes, Investments, Mortgages and Protection.
Acuity Financial Consultancy Limited is authorised and regulated by the Financial Conduct Authority.
Our advisers aim is to increase the overall security and wealth of our clients. Building genuine long-term relationships, most of our work comes from existing clients and client recommendations. This clearly demonstrates our commitment to the long term. We can help with Pensions planning, including Defined Benefit schemes, Investments, Mortgages and Protection.
Acuity Financial Consultancy Limited is authorised and regulated by the Financial Conduct Authority.
Services
Acuity Financial cover most areas of financial planning and are happy to provide a total financial review, or concentrate on one specific area.
The core of our business is standard financial planning, ranging from mortgage advice for the first time buyer to investment portfolio construction and management.
However, we specialise in a number of areas, where professional advice is extremely important.
Please browse the links at the side, or call us for anything specific you would like to discuss.
The core of our business is standard financial planning, ranging from mortgage advice for the first time buyer to investment portfolio construction and management.
However, we specialise in a number of areas, where professional advice is extremely important.
Please browse the links at the side, or call us for anything specific you would like to discuss.
Returns from deposit account investments are generally low.
Whilst they are considered safe havens for short-term savings they are a poor defence against inflation.
Also, they may not be the best option over the medium to long term.
We can offer advice on a range of options, including a variety of ISA products.
We can arrange for monthly or capital investments, and also examine existing investments.
This is particularly relevant for investments which have not been reviewed for some time, and where you are not getting ongoing advice.
Whilst they are considered safe havens for short-term savings they are a poor defence against inflation.
Also, they may not be the best option over the medium to long term.
We can offer advice on a range of options, including a variety of ISA products.
We can arrange for monthly or capital investments, and also examine existing investments.
This is particularly relevant for investments which have not been reviewed for some time, and where you are not getting ongoing advice.
You might have already thought about how you would like to spend your retirement, but have you thought about how you're going to fund it?
We are generally living longer, and living in retirement for 20 or 30 years is no longer unusual.
The change to the state pension mean that we are going to have to pay for our own retirement.
If you want to have a good income in retirement you will need a large amount in savings to fund this.
Our pensions before retirement advice will help you achieve this.
If you want to start a new pension, we will search the market to find the best pension product for you.
We are generally living longer, and living in retirement for 20 or 30 years is no longer unusual.
The change to the state pension mean that we are going to have to pay for our own retirement.
If you want to have a good income in retirement you will need a large amount in savings to fund this.
Our pensions before retirement advice will help you achieve this.
If you want to start a new pension, we will search the market to find the best pension product for you.
These new freedoms mean that what was already quite a complicated area has become even more so.
As a pensions specialist we can help make the pensions at retirement situation clearer.
Annuities should be the first option you consider at retirement.
It is important to look at different providers, as a higher income can be obtained just from picking the right company.
Our advisers will review the market and advise you on your annuity options.
Large enhancements can be obtained for people who smoke, or for those in ill health, and often for relatively minor illnesses.
As a pensions specialist we can help make the pensions at retirement situation clearer.
Annuities should be the first option you consider at retirement.
It is important to look at different providers, as a higher income can be obtained just from picking the right company.
Our advisers will review the market and advise you on your annuity options.
Large enhancements can be obtained for people who smoke, or for those in ill health, and often for relatively minor illnesses.
Occupational pensions are schemes which are provided by your employer.
They are often known as contributory schemes, where you pay part of your gross salary.
Non contributory pensions are those where your employer makes all the contributions.
If you have old benefits in a company occupational pensions scheme, or you have a scheme that is being closed to future accrual, then we can advise you.
We are specialist in this area and have the appropriate qualifications and permissions from the regulator.
They are often known as contributory schemes, where you pay part of your gross salary.
Non contributory pensions are those where your employer makes all the contributions.
If you have old benefits in a company occupational pensions scheme, or you have a scheme that is being closed to future accrual, then we can advise you.
We are specialist in this area and have the appropriate qualifications and permissions from the regulator.
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