Acuity Financial Consultancy Ltd
Acuity Financial Consultancy Ltd is a financial consulting company based in Lichfield, England. They specialize in providing expert financial services to their clients. With a team of experienced financial consultants, they offer a wide range of services to help individuals and businesses manage their finances effectively. Their expertise includes financial planning, investment management, tax planning, and more. Acuity Financial Consultancy Ltd is committed to providing their clients with the highest level of service and expertise to help them achieve their financial goals.
Introduction to Acuity Financial Consultancy Ltd
Acuity Financial Consultancy Ltd is a financial consultancy company based in Lichfield, England. Founded in 2010, the company has been providing financial services to individuals and businesses for over a decade. What makes this company unique is its team of experienced financial consultants who provide personalized financial solutions to its clients.Services & Products
Acuity Financial Consultancy Ltd offers a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and business financial planning. The company also provides financial advice to help clients make informed decisions about their finances.Location
Acuity Financial Consultancy Ltd is located in Lombard House, Cross Keys, Lichfield, which is a bustling area with many businesses and shops. The area is easily accessible by public transportation, with the Lichfield City train station, the Lichfield Trent Valley train station, and the Lichfield bus station all within a mile of the office.Benefits
Customers should choose Acuity Financial Consultancy Ltd because of its team of experienced financial consultants who provide personalized financial solutions. The company's approach to financial planning is to understand each client's unique financial situation and provide tailored advice to help them achieve their financial goals.Good to Know
Customers should be aware that Acuity Financial Consultancy Ltd is a fee-based financial consultancy company, which means that the company charges a fee for its services rather than earning commissions on the products it sells.Reviews
Customers have praised Acuity Financial Consultancy Ltd for its knowledgeable and professional team of financial consultants who provide excellent service and advice. Clients have reported feeling confident in their financial decisions after working with the company.Amenities
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computer -
wi-fi
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meeting room
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and insurance planning. We work closely with our clients to develop personalized financial strategies that meet their unique needs and goals.What experience do your financial consultants have?
Our team of financial consultants has a wealth of experience in the financial services industry. They have worked with clients from a variety of backgrounds and have a deep understanding of the complex financial issues that individuals and businesses face. Our consultants are highly trained and hold relevant certifications and licenses.How do you charge for your services?
We charge for our services through a fee-based model. Our fees are transparent and are based on the complexity of the financial services provided. We do not receive commissions for any products or services we recommend, which ensures our advice is always unbiased and in the best interest of our clients.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we have done with our clients and are happy to share their success stories with potential new clients.How will you tailor your services to meet my specific financial goals and needs?
We pride ourselves on our personalized approach to financial planning. We will work closely with you to understand your unique financial situation, goals, and priorities. From there, we will develop a customized financial plan that is tailored to your specific needs. Our goal is to help you achieve financial success and security.Reviews
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Paul Bridge
I contacted Acuity for advice regarding consolidating a raft of pensions. My case was handled efficiently and professionally at all times and the advice presented clearly giving me great understanding of my situation. My new plan has performed exceptionally over a difficult period in the last few years. I realize this may not always be the case but I am comfortable that with Acuity I will get the best advice regarding any necessary changes going forward.
17-06-2022
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Seamus
Do not hesitate to use Acuity. My adviser Paula is professional, approachable & friendly. Fantastic service. Communication is first class & prompt.
17-06-2022
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Su Lee
I highly recommend Stuart, Dan and his team at Acuity Financial for their financial services; I used their services for mortgage brokering, financial advice and life insurance. Stuart very patiently answered every question I had during my complicated 1.5 year case (undergoing a separation), with insightful knowledge and in a clear manner. Always very responsive, efficient, understanding and an expert in his field. Stuart thinks of everything, goes above and beyond the call of duty and I found his guidance absolutely essential during this process. I will definitely return to Acuity when I need to remortgage or if I have any other financial queries. So, do give Acuity a call, you can’t go wrong with them!
17-06-2019
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Dave Smith
Acuity Financial were excellent in helping me to access the funds in my pension when I retired. Good communication from initial meeting right until the very end. Service was exceptional and I cannot fault any of the team.
17-06-2019
