Acuity Financial Consultancy Limited
2nd December 2019
We recognise our clients are unique, with their own personal goals. Our advisers will help you achieve those goals.
We can advise you on
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
-
Mortgages
- Building your home
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
- Travel
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
-
Long Term Care
- Long term care
Meet our advisers
Paula Crawford BSc.Hons, Dip. PFS
Financial Adviser
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Stuart Nokes B. Sc. Hons Dip. PFS
Managing Director
Qualifications & Accreditations
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
What our clients say
'I am most grateful for your professional advice in this difficult situation'
'Thank you so much for your help............. It's much appreciated!'
'I have been a customer of Acuity for several years and have always been very satisfied with the service provided. Initially, they helped sort out my pension muddle that a previous advisor had got me into. Aquity sorted through the reams of paperwork and talked me through the facts together with my options all in simple terms that I could understand. This empowered me to make the right decisions based on their advice. The annual financial review has helped me keep on top of planning for the future. I have subsequently bought various insurance products and a mortgage through Aquity.I have no hesitation in recommending their financial advice.'
'I have always been very impressed with the way in which you handled my own private arrangements and look forward to the opportunity of doing further business with you...'
As my mortgage product term was coming to an end I asked Stuart to look at the best products available. Through his understanding of how the lenders deal with interest payments I was able to secure a better rate through making an application shortly after making my monthly payment.
I would like to thank Stuart for his advice and saving me a substantial sum of money over the term of the new mortgage product.
Where to find us
Acuity Financial Consultancy Ltd, Lombard House, Cross Keys, Staffordshire, Lichfield, WS13 6DN
Make an enquiryAbout us
Acuity Financial is a quality Midlands firm, advising private and corporate clients. We offer the highest standard of advice and service and aim to build genuine , personal, long-term service. We cover all areas of financial planning, specialising in advanced pensions / retirement planning, portfolio construction and IHT planning. Our vision is to increase the security and wealth of our clients.
Our services
Acuity Financial Consultancy Ltd is based in Lichfield and provides clear financial vision to private and corporate clients throughout the UK.
We recognise that all our clients are unique, with their own personal goals. We have a team of personal financial advisers who work with clients to create a plan which will help you achieve those goals.
Many of our clients recommend us to their friends and colleagues, which we think demonstrates our commitment to building genuine long-term relationships.
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