Empowering Your Financial Future
Our Vision
Acuity Financial Consultancy Limited empowers individuals and businesses to reach their financial goals through personalized financial planning and tailored strategies.
Who We Are
Based in Lichfield, Acuity Financial Consultancy Limited operates throughout Staffordshire, the Midlands, and the UK, offering a comprehensive array of financial services. Our team of experienced professionals provide clear and accessible financial advice to both private and corporate clients.
1. Investments
- Developing and implementing robust investment plans aligned with your financial goals and risk tolerance.
- Guiding you through market volatility and empowering you to make informed investment decisions.
2. Pensions
- Comprehensive planning and optimization of both defined benefit and defined contribution pensions.
- Maximizing your retirement savings and ensuring a secure income in later life.
3. Before Retirement
- Developing a personalized financial strategy to achieve your goals before retirement.
- Addressing concerns about income security, property purchase, and lifestyle adjustments.
4. Pensions at Retirement
- Ensuring a smooth transition into retirement by exploring various options and benefits.
- Maximizing your pension income while mitigating potential tax liabilities.
5. Occupational Pensions
- Comprehensive guidance on company-sponsored pension schemes.
- Ensuring you maximize your contributions and understand your benefits.
6. Protection Planning
- Implementing strategies to safeguard your financial security through insurance coverage.
- Protecting against potential risks like illness, disability, or loss of income.
7. Mortgages & Equity Release
- Guiding you through the process of securing a competitive mortgage.
- Exploring options for accessing the equity in your property to achieve your financial goals.
8. Estate Planning
- Developing a tailored plan to ensure your financial assets are protected and distributed according to your wishes.
9. Junior ISAs
- Maximizing the potential of your child's Junior ISA through strategic planning and investment.
Our Approach
We believe in building strong, long-term relationships with our clients. We take the time to understand your individual needs, goals, and aspirations. Our personalized approach ensures that your financial plan is tailored to your unique circumstances and evolves alongside your life stages and financial aspirations.
Efficient and Professional Service
Several reviewers have praised Acuity for their efficient and professional service. The team handled each case with expertise, providing clear and effective advice. One reviewer specifically mentioned that their case was "handled efficiently and professionally at all times" and that the advice was presented in a clear manner, giving a great understanding of their situation.
Friendly and Approachable Advisers
Another aspect of Acuity's service that was highlighted is the friendly and approachable nature of their advisers. One reviewer mentioned that their adviser, Paula, was "professional, approachable, and friendly, " while another reviewer praised Stuart for his "insightful knowledge, clear manner, and friendly approach."
Exceptional Customer Service
Reviewers have also praised Acuity's exceptional customer service. One reviewer mentioned that the team was "very responsive, efficient, and understanding, " while another reviewer praised the good communication from initial meeting to the very end. The team was also commended for thinking of everything and going above and beyond what was expected of them.
Consolidating Pensions and Accessing Funds
Acuity's expertise in consolidating pensions and accessing funds has also been highlighted by reviewers. One reviewer mentioned that their new plan performed exceptionally well during a difficult period, while another reviewer praised the team for helping them access the funds in their pension when they retired.
