Investment

Investing your money can help it grow over time but also comes with risks. Investments can go down as well as up, and there is no guarantee you will get back all the money that you invest.  With such risk it is essential to have advisers at hand who will take the time to understand your needs and make considered recommendations based on a comprehensive and fair analysis of the market.

“Our mission is to empower our clients through financial advice to be in charge of their own destiny” – Acuma Ltd.

As independent financial advisers we are able to offer and advise upon a wide range of products available from the whole of the market in respect of investments, mortgages and non-investment insurance contracts. We will advise and make a recommendation for you after we have assessed your needs and discussed your aspirations.

We offer a transparent service to all clients through producing a Suitability Report of your current circumstances, your aspirations and our bespoke recommendations made to you. As an important document you should retain your Suitability Report so you have a clear record of the plans we made together.

“Clients are not a commodity. It would upset me if I had a client that rang me up having received a bad product from us.” – Nick Ball.

In addition to our initial advice services, we enjoy keeping up to date with our clients and are able to provide ongoing services tailored to suit you. The exact terms will be agreed with you prior to completing your investment and will be incorporated into a Service Proposition and Payment Agreement. We will not normally give you any further advice or ensure that any initial advice remains suitable for you at a later date, unless you have requested it.

To enquire, or if you would like to use our services, please contact us.

Acuma offers independent and whole of market advice.