Acuma Ltd

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

Response rating

7.0/10

12th November 2018

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
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pensions & retirement planning
- Pensions transfer
- Stakeholder
Savings
- Regular savings
- Savings for children
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning

Meet our advisers

Nick Ball

Director

Qualifications & Accreditations Hide qualifications

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.

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.

G60 - Pensions (CII)

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

John Greenwood

David Vernon

Where to find us

The Priory, Manor Road, Abbots Leigh, Bristol, BS8 3RP

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.

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
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Pensions & retirement planning
- Pensions transfer
- Stakeholder
Savings
- Regular savings
- Savings for children
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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