When we are working with private pension clients, very many of the conversations we have are not actually about money at all! We believe very firmly that your pension is the thing that will help you achieve the lifestyle you want later in life, and the clearer you can be on that lifestyle, the better […]
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When we work with clients we know that helping them with their financial situation is about more than just money. Having finances in order enables clients to achieve their goals, whatever they are. They can support their families and have the peace of mind to be able to focus on other things. We were really […]
The pension market is ever changing, and this year has seen more changes than most as the Covid-19 pandemic affects the financial services industry. Here is an update on some key changes to help you plan your pension arrangements. Has my pension changed in value? At the start of lockdown, stock markets fell considerably and […]
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 email@example.com, 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 […]
Acuity Financial Consultancy Limited Independent Financial Advisers
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