About Admin

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Entries by Admin

Proudly Supporting The Lichfield Festival!

We are proud to be supporting the ongoing Lichfield Festival, which is running at the moment until this coming Sunday, 14th July. With a number of events still to come in the following few days, it is sure to continue to be one of the highlights of the summer for this wonderful city. While your […]

An Extra £700 Income Per Year? Yes Please!

Our client had several older style pension plans with guaranteed annuity rates and asked us to look at these, to obtain the best income available for him. We obtained quotations from the provider, and these showed an annuity rate of only 7.07%. This was less than we expected from our knowledge of this type of […]

Dealing with things so you don’t have to!

One of our jobs as your financial adviser is to make things as easy as possible for you, by dealing with everything behind the scenes so you don’t have to. Recently, a client was completely unaware that a provider had mismanaged their money during a pension transfer. We dealt with everything behind the scenes, so […]

Secure a very low fixed rate mortgage now whilst you can!

According to Bank of England Governor Mark Carney, a rise in interest rates could be happening in the “relatively near term”. The Bank of England will next review the current interest rate on the 2nd November, so there is no time to lose. Contact us now to secure a fixed rate mortgage whilst rates are […]

The Value of Financial Advice

New research sponsored by Royal London shows those customers who receive financial advice can be better off on average by £40,000. Read the full article here. For more information on how we can help why not contact us on 01543 440300 or enquiries@acuityfinancial.co.uk

The importance of advice

A client approached us as she had received a pre-retirement pack from an old company pension scheme, from a very well known high street name. This was for a relatively small plan value, and the pension offered was very small, at about only £70 a year. Our client asked if we could arrange for her […]

Update on Annuities

The FCA is going to force annuity providers to tell customers how much they can gain from shopping around. Providers will need to give customers personalised information on their options, and they will need to show how much the highest quote available on the open market differs from their own. This is a welcome step […]