Acuity Professional Ltd - London

ryan king

My advisor at Acuity Professional Ltd. was Alan Wood.

I found Alan to be extremely professional and efficient whilst dealing with my enquiry of a possible DB pension transfer.

We held many MS Teams meetings for Alan to explain the whole process, and to gather the required information for Alan to produce the financial report for me to make my decision of transferring out or remaining in my existing pension scheme.
Alan was very impartial with his advice and he explained the risks of transfer in great detail. I genuinely felt that he had my best interests at heart.
So much so that I have made the decision to remain in my existing pension scheme for the time being but will be returning to Acuity in 2 years time when some of the deciding factors have changed and the timing is right. I would highly recommend Acuity Professional Ltd.

Jay

Acuity Professional had been a very efficient and effective.
DB pension Advice & transfer process was completed before the date that Transfer valuation application was needed to be made.

Chris and Amy has been very professional, supportive throughout the process, for securing the transfer smoothly & efficiently and keeping me updated at every step of the process. Never felt that I needed to chase or remind them for any progress.

In the beginning, I wasn't sure what to expect and had apprehension as some pension jargon was confusing.

Chris's advice and all the information/comparisons provided via Video calls / follow up documentations has been clear/concise and helped me to understand the options available to understand/make decisions easier.

Chris was easily contactable and responded to queries each time on the same day of me sending an e-mail, felt he had my interest at heart and best for me through out the full process, never attempted to divert/pressure me in any way and thus guided me to make best decisions suitable for me and my wife.
He also guided me with completing complicated Transfer forms.

Chris's on line video call conference were always on time and his presentation were very informative & detailed making it simpler to understand pension options/jargons. This simplified my understanding and knew what I wanted from herein.

Once my transfer was initiated Amy always kept chasing progress regularly with DB Pension & new pension bodies, updated me at each stage of the process and followed up / replied to any queries I raised with very quick response putting me at ease.

I would recommend Chris, Amy and team for advice on DB Pension Transfers. Their cost of complete process was cheaper than what it would have cost me just to invest via a broker.

Thank you Chris & Amy

Andre Smith

Chris and Amy have been really efficient in the transfer of my multiple pensions. Chris was very approachable, professional and was always there to answer questions and put me at ease. The whole process has taken many months but this was due to pension providers being very slow and also the necessary Government process is tedious and very involved. Acuity guided me through this exceedingly well and were able to make me comfortable with the process.
I would recommend Chris, Amy and the rest of the team at Acuity to anyone wishing to transfer their pensions to another scheme.

Stuart Grant

Hi.
I was advised and assisted by Alan Wood in transferring my work pension over to a Defined Benefit Pension.
Over many meetings on zoom and by telephone, I believe I was given the best advice, and guidance to any questions I may have had at the time. I am now into my second year of a planned early retirement and enjoying every minute. Everything I have achieved so far, and everything I am planning for the future, is down to the professional advice and the manner in which it was given by Alan.

Stuart Grant

Steve Ellis

Just to give you background information, when I retired my company offered little or no assistance when it came to pension options, apparently they were not allowed to advise people. Therefore, I left with the option of staying in the company DB Pension scheme or transferring out.

Once I had my CETV, I was like many people looking at the high figure quoted. In my mind I thought transferring out would be my best option. I was put in touch with Chris Larby, and a Teams meeting was arranged.

He explained what he did and what he required so that he could look at our future financial goals. There were a number of things I had to do, watch some information videos, sign some paperwork etc.

A few weeks later Chris was in touch again, he had contacted my DB Pension scheme and managed to get some answers to things that weren’t apparent in their initial paperwork. Using the information, he had asked for, Chris was able to do some financial modelling and explained that I could in fact meet all my future goals without transferring, I would then not have the worry or concern that my investments were doing alright, and there would be no fees to be paid for managing the investment fund.

Chris's Teams conference calls were always on time and I found the information he shared with me very informative and enlightening. Nothing was too much trouble for Chris, and he was always available to answer any questions I may have had.

I did feel Chris was looking after my best interests, there was no hard sell or any pressure to buy a product or transfer, which felt good when dealing with the figures involved.

My advice to other people using Acuity Professional, give them as much information as you can about your financial circumstances, and your retirement goals, this enables them to predict where you may not be able to meet your aim.

Would I recommend Chris Larby and Acuity Professional to friends and family?
Yes 100% I received the best insight into DB Pensions and transfers, even after doing my own research.

I would personally like to thank Chris and his team for all their hard work, it has been much appreciated.

Andrew Moorfield

My adviser was Alan Wood. I have used other advisers in the past & Alan was by far the best. He was professional, prompt and kept me informed throughout the advisory process. I am very happy to recommend him and Acuity to others who are contemplating accessing their pensions.

anita clack

I would like to express my personal thanks to Chris Larby who after many ,many months of working tirelessly on my behalf to achieve my final pension transfer from one company to my chosen provider has finally been successful .Chris took on board all my requirements and offered lots of advice on how to achieve my goals.He kept me well informed as developments happened ,and i would highly recommend his services .

nick fox

My wife and I were both fortunate to be introduced to Chris Larby of Accuity Professional when we were seeking help to evaluate and ultimately advise on options regarding our respective Final Salary pension benefits.
Chris was extremely professional and punctilious throughout. Having listened carefully to our objectives and analysed the dataset he provided a detailed explanation of our various options with consumate ease and incisiveness.
The final advice was explained clearly in writing and was patiently reinforced via follow on audio visual sessions. The entire process is extremely well designed and achieves it's objective of ensuring the client completely understands every aspect of these important matters.
Should you require professional advice in this area we can't recommend Chris and Accuity strongly enough. Do contact them - you'll be pleased you did!