26th June 2017

Acuma Ltd

Independent Financial Adviser The Priory, Manor Road, Abbots Leigh, Bristol, BS8 3RP

We can advise you on

Insurance & protection
- Buildings and contents
- Large business
- Small business
- Travel
Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
Business
- Group pensions
Pensions & retirement
- Stakeholder

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Nick Ball

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

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.

Where to find us

About us

A small practice offering personal service, Nick Ball is married with two daughters and lives in Bristol.
Originally from a small business background Nick has worked for American Express and as a Manager for Prudential before becoming an Independent Financial Adviser.
In addition to general professional examinations, Nick has completed the Chartered Insurance Institute AFPC award.
Nick is a member of the Association of Christian Independent Financial Advisors, and particularly interested in Ethical Investments.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Insurance & protection
- Buildings and contents
- Large business
- Small business
- Travel
Mortgages
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- Remortgage
- Residential
- Self employed
Investments
- Ethical investments
Business
- Group pensions
Pensions & retirement
- Stakeholder

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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