Acuity Professional Advisers

Independent Financial Adviser  5th Floor, London, EC3V 1LP
First meeting at adviser's own cost
Smarter Financial Thinking. Where expertise meets innovation and technology to provide a first class advice service suited to an ever changing world.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.7/10
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FCA authorised
Last authorised 23rd May 2022
Meet our advisers
Mr Phillip Bryant
Partner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Stewart Davidson DipPFS
Tax and Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Joshua Mathieson
Holistic Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Hannah Donoghue
Financial Planner & Equity Release Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Your success is our goal and we are addicted to bringing success to our clients. We are a complete and extensive ’round table’ team, combining entrepreneurial experience, wide ranging financial talent, strategic foresight, proven wealth strategies, effective legal advice and extensive operational ‘know how’, passionately focused on your goals and success.

Our services

By taking time to understand your needs, as well as those of your family and where appropriate, your business, we can offer truly holistic advice across, Savings, Investments, Protection, Retirement and Pensions, Specialised Tax Planning, Landlord Solutions including Mortgages and a Chartered Accountancy offering.

We will design with you your personal financial plan. You will gain conventional and unconventional insights and strategies which will assist you in achieving your goals.

You will understand through our clear, jargon-free approach how to optimise all your assets in a way that reflects your aspirations and risk profile.

Where to find us
Head office address: 5th Floor, 11 Leadenhall Street, London, EC3V 1LP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.7/10
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FCA authorised
Last authorised 23rd May 2022

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