Acuity Financial Consultancy Ltd - Lichfield

Acuity Financial Consultancy Ltd: A Comprehensive Overview

Acuity Financial Consultancy Ltd stands as a reputable and established financial services provider based in Lichfield, United Kingdom. Situated at Lombard House, Cross Keys, Lichfield WS13 6DN, the company offers a wide array of financial solutions tailored to meet the diverse needs of businesses and individuals. With a dedicated team of experienced financial consultants, Acuity prioritizes client satisfaction and aims to deliver personalized advice and strategies for long-term financial well-being. The company’s commitment to accessibility is evident through its various facilities and services, ensuring a comfortable and productive experience for all clients.

Core Services and Specializations

Acuity Financial Consultancy Ltd operates across several key areas of the financial landscape. Their core specializations include:

• Financial Consultant: Providing expert guidance on a broad range of financial matters, from retirement planning to investment strategies.
• Business to Business Service: Supporting companies with their financial needs, encompassing areas such as cash flow management, business planning, and corporate finance.
• Financial Planner: Crafting bespoke financial plans designed to help clients achieve their specific goals, whether it’s saving for a major purchase, planning for retirement, or managing investments.
• Investment Service: Offering a range of investment options, including stocks, bonds, and mutual funds, with a focus on aligning investments with client risk tolerance and financial objectives.
• Life Insurance Agency: Providing comprehensive life insurance solutions to protect clients and their families in the event of unforeseen circumstances.
• Mortgage Lender: Assisting clients with securing mortgages to purchase their homes, offering guidance and support throughout the application process.

The breadth of their service offering positions Acuity as a one-stop shop for many clients’ financial requirements. They excel in navigating complex financial landscapes and translating intricate concepts into understandable and actionable advice.

Location and Accessibility

Acuity’s headquarters are located at Address: Lombard House, Cross Keys, Lichfield WS13 6DN, United Kingdom. The location is strategically chosen to serve clients throughout the Lichfield area and beyond. The firm takes pride in providing a welcoming and convenient environment for its clients.

Phone: 1543410512 is the primary contact number for inquiries and appointments. Clients can also connect with Acuity through their Website: acuityfinancial.co.uk, where they can access detailed information about the services offered and schedule online appointments.

Furthermore, Acuity demonstrates a strong commitment to inclusivity and accessibility. The premises feature a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring that individuals with mobility impairments can comfortably access the facilities. Appointments are required, and clients are recommended to book in advance to guarantee availability. The building also includes standard toilet facilities.

Client Feedback and Reputation

Acuity Financial Consultancy Ltd has garnered positive feedback from its clients, as evidenced by 4 reviews on Google My Business. The average opinion is a remarkable 5/5, highlighting the company’s dedication to providing exceptional service and expert advice. Clients consistently praise the company’s efficiency, professionalism, and clarity of communication. One client’s testimonial underscores the value of their services: '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.'

This feedback suggests a client-centric approach, where individualized attention and a deep understanding of each client’s circumstances are prioritized. The consistent positive reviews indicate a strong level of trust and confidence in Acuity’s capabilities.

Key Features and Benefits

• Online Appointments: Convenient scheduling options for clients who prefer remote consultations.
• On-site Services: Personalized consultations at the company’s Lichfield office.
• Dedicated Consultants: Each client is assigned a dedicated consultant who provides ongoing support and guidance.
• Comprehensive Planning: Tailored financial plans that address a wide range of needs and goals.
• Expert Advice: Access to experienced financial professionals with a deep understanding of the market.

In conclusion, Acuity Financial Consultancy Ltd presents itself as a reliable and client-focused financial services provider. Their commitment to accessibility, coupled with their extensive expertise and positive client feedback, makes them an excellent choice for individuals and businesses seeking sound financial advice and strategic planning. The combination of a strategic location, readily available contact information, and a dedication to inclusivity positions them well within the competitive financial landscape.

👍 Reviews of Acuity Financial Consultancy Ltd

Paul B.

5/5

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.

Su L.

5/5

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!

Dave S.

5/5

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.

Seamus

5/5

Do not hesitate to use Acuity. My adviser Paula is professional, approachable & friendly. Fantastic service. Communication is first class & prompt.