The client Our client approached us as she had received a pre-retirement pack from an old company occupational pension scheme, from a well known high street name. This was for a relatively small plan value, and the pension offered was only £70 a year. Our client asked if we could arrange for her to draw […]
The client One of our long-standing clients approached us for mortgage advice as his product was ending. He was looking to take out a new 5-year fixed rate product. Our solution: mortgage advice We reviewed his options, and looked at suitable products from a number of lenders. The best option for him was to take […]
According to Scottish Widows, in the UK up to six million people each year suffer a life changing event that causes a sudden loss of income. Many more experience events that cause a sudden rise in outgoings. Examples include: Loss of a job Sickness leading to absence from work Becoming a carer to a relative […]
In the last few months have you stepped back to consider what is important? Have you been reviewing your future plans and finances? Have you realised the importance of ensuring your family and future are protected? After three months of lockdown, we are starting to see shops and businesses opening up. We are all getting […]
Due to the current ongoing situation with Covid-19, we are reducing office opening hours. The office will now be open from 9am until 2pm. If you have any queries outside of these hours, please leave us a message on the answerphone, or email enquiries@acuityfinancial.co.uk, and we will respond as soon as possible. We hope all […]
We wanted to reassure our clients that we are continuing to work very much as normal for the foreseeable future. We already have systems set up so that our staff can work from home if needed. If you have an appointment and would prefer to do it either by telephone or via video conferencing, we […]
What is pension tax relief? When we are advising clients on their pension options, we often need to explain pension tax relief. Tax relief is the biggest advantage that pensions have over ordinary investments. This is an incentive set by the government to encourage you to pay into your pension pot. When you pay money […]
Have you resolved that 2020 is the year you get your financial situation organised? You may have been thinking about looking at your pension or starting a savings plan for your children? Perhaps 2020 is the year you buy a bigger house for your growing family, or downsize as they leave the nest? Maybe 2020 […]
Divorce is stressful. We can at least help in taking part of that stress away for you. Sometimes our services are needed most when our clients are going through a stressful change in their lives. Recently Paula has been advising several clients who are going through the divorce process, working with them and their solicitor. […]
This is a question that our clients always ask us when we are discussing their private pension arrangements. Putting money away every month or year to benefit us at some point in the future is a major decision to make, and can feel very unreal, when you are more concerned about covering your day to […]
