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About Acklam Financial

Acklam Financial are Independent Financial Advisers with over 100 years of collective experience providing a comprehensive service to private and commercial clients on a local, regional and national baisis.

We offer a bespoke service covering the full range of financial products e.g. Pension Planning, Investments, Life Assurance, Mortgages, Inheritance Tax Planning, Will Writing, Trusts, ISAs & PEPs.

We are based in Acklam, Middlesbrough and provide unbiased, independent advice on the full range of financial products available on todays market.

There are eight male advisers and two female advisers who all live locally, and can visit you at your home if required

Investment Week digital edition – 24 October 2016
Investment Week Latest edition of the print magazine now online This week's edition of Investment Week is now available to read online. - more...
MiFID II research unbundling to increase M&A pressure on small/mid UK managers
Investment Week Could leave them unable to compete with larger players Fresh pressures will be exerted on small- and mid-sized UK asset managers as industry commentators warn the unbundling of research payments under MiFID II could leave them unable to compete with larger market participants offering lower fees. - more...
Treasury appoints Katharine Braddick director general of financial services
Investment Week Treasury, PRA and FSA background Katharine Braddick has been appointed the Treasury’s new director general of Financial Services. - more...
Have your say: Has the Pension Schemes Bill strengthened the master trust market?
This week, we want to know if the Pension Schemes Bill adequately addresses weaknesses in the master trust market and what the biggest obstacle to setting up the pension dashboard is. - more...
The Pensions Trust rebrands in bid to double size and become 'leading DB consolidator'
The Pensions Trust has rebranded as TPT Retirement Solutions in a bid to expand its defined benefit consolidation business. - more...
Rolls-Royce boosts pension benefits for workers
Workers at Rolls-Royce will receive a boost to their retirement incomes due to a number of reforms it took more than a decade ago, the Financial Times says. - more...
Almost a third will save more into a LISA than a pension
Three in five (61%) savers would consider opening a Lifetime ISA (LISA), with 37% doing so immediately upon its launch, a survey by Hymans Robertson reveals. - more...
UK knocked out of global top 10 for pensions; System downgraded to C+ from B
The UK’s pension system has “major risks and/or shortcomings” which need to be addressed to improve its sustainability, according to the Melbourne Mercer Global Pension Index (MMGPI). - more...
UK Pensions Awards: Entry process opens
The UK Pensions Awards 2017 – which celebrate excellence within the pensions industry – are now open for entries. - more...
Obituary: William Battersby
William Battersby – the founder of investment management consultancy, Asset Dynamics – has died aged 58 following a flying accident. - more...
Why Us
Why Us
Acklam Financial Ltd are Independent Financial Advisers with over 100 years of collective experience. We are passionate about helping you make the most of your finances, which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored for you.
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Who We Are
Who We Are
There are eight male advisers and two female advisers, who all live locally and can visit you at your home if required. We provide unbiased, fully independent advice on the full range of financial products available on today’s market.
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What We Do
What We Do
Whether you are looking for mortgage advice, investment advice, retirement planning, inheritance tax planning, help with wills and trusts, or simply reducing costs, we have many years of experience in finding the most suitable solution for your needs.
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