Acuity Financial Planning
Here at Acuity we do things a little differently....
Life is full of challenges and changes and it's not always easy to navigate them on your own. Whether you are entering a new chapter in your life such as retirement or you are considering a change of lifestyle in search of more meaning, we can provide you with valuable insight and information to help you overcome obstacles including many resources you will need to succeed.
Using proper financial planning and a process we call the Game Plan, we can analyse all of your assets (not just your investments) then guide you through the transition process to the lifestyle you always wanted . We understand that every individual's journey is unique, and that's why we offer a variety of services and tools to help you tailor your approach to fit your specific needs.
Please explore the following pages to discover more.....
About Us
As experienced Financial Planners our primary role is to investigate, collate and present financial information in a way that our clients can make informed decisions on their objectives and future goals. As accredited Game Plan Practitioners, we investigate all of your tangible, intangible and transformational assets to to create your favourite future.
We coach you and provide asset strategies to allow you to transition into the life you always dreamed you would live.
Why choose us?
-
Only about 5% of the UK population seek advice due to the cost and concerns over value for money.
-
Many Wealth Managers only help clients with tangible assets of over £100,000 and/or switch their existing pensions around in order to 'manage client money better over the long term', Gathering Assets under Management generates an on-going service charge for their firm. Forthcoming Consumer Duty regulations will make this business model more and more difficult to show value for money.
-
As advice only financial planners we have a fiduciary duty to our clients that precludes intermediation with any particular provider and can be beneficial to everyone whatever their financial circumstances.
-
We look at tangible, intangible and transformational assets to achieve future goals.
-
We guide, act as a financial coach and support your decisions along the way.
-
Using the Game Plan we can transform your circumstances in as little as 12 weeks.