Acuity Professional Advisers

Independent Financial Adviser  5th Floor, London, EC3V 1LP
First meeting at adviser's own cost
Acuity Professional are a full-spectrum financial services firm offering bespoke financial advice, tailored to your individual needs and objectives. We work proactively to help our clients attain their financial freedom and enjoy their life's work.
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
9.3/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
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
Tax & Financial Planner

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

James Nel
Tax & Financial Planner

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

James Gardner
Tax & Financial Planner

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.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered financial planner - individual adviser accreditation
Hannah Donoghue
Tax, Financial Planner & Equity Release Adviser
About us

We are a firm of experienced, forward-looking, client-focused advisers. We have offices both in the City of London and Sussex, but we can also provide advice nationwide, through our network of regional IFAs.

We are passionate about providing honest, straightforward, and empathetic advice that provides you with peace of mind, whilst helping you to achieve your goals.

As each client is unique, we understand that no two financial plans are the same. We will work collaboratively with you to formulate your own, fully bespoke financial plan. A plan which we will then revisit regularly through time; providing you with all the input, help and guidance you may need along the way.

Our services

As Independent Financial Advisers, we are not tied to a single product provider, insurance company, or bank. As we are able to recommend products from the entire market place, we instead look to tailor a proposition around what best suits you, your individual needs, and your own unique objectives.

We provide advice in the following areas:

• Pensions and annuities
• Pension transfers (including Defined Benefit/Final Salary)
• Tax advice
• ISAs and investments
• Life and ill health insurance
• Long term care
• Estate and inheritance tax planning
• Wills & Trusts
• Strategic financial planning

Additionally, we can provide a complimentary appraisal of any pre-existing planning you may have in place, whether this was done independently, or with another adviser.

Where to find us
Head office address: 5th Floor, 11 Leadenhall Street, London, EC3V 1LP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 15th August 2022

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