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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

TPR: Valuations not always needed every three years
Well-funded defined benefit (DB) schemes should not be subject to triennial actuarial valuations, the Pensions Regulator’s (TPR) non-executive chair Mark Boyle has said. - more...
HMRC delay on LTA look-up service is ‘nuisance’ for TPAs
The delayed launch of a service to check the protection status of members following the lifetime allowance (LTA) cut will mean extra work for administrators. - more...
Home & Legacy launches HNW Halo platform
The online trading platform has been developed with Acturis. - more...
Smarter Business Roadshow 2016 line-up further enhanced by Prudential
Investment Week Manchester - 18 October; Birmingham - 19 October; London - 20 October Professional Adviser, the sister title to Investment Week, is delighted to announce the programme for next month's Smarter Business Roadshow, taking in Manchester, Birmingham and London, has been further enhanced by the addition of a pair of thought-provoking presentations from Prudential. - more...
One in three workers in AE but UK coverage is fragmented
More than a third of workers have been auto-enrolled but coverage is uneven across the country and people still do not understand pensions, according to two surveys. - more...
MiFID II prep to cost firms £1.6bn, says report
Investment Week Surveyed investment banks and asset managers Preparations for the introduction of the Markets in Financial Instruments Directive II (MiFID II) could cost Europe's financial institutions a total of $2.1bn (£1.6bn) next year, according to a report. - more...
Higher DB costs could wipe £2bn off FTSE 350 profits
The 350 largest UK listed companies could see their 2017 profits fall by £2bn as the cost of new defined benefit (DB) scheme benefits rises. - more...
Government should delay LISA launch, says industry
The government should delay the introduction of LISA according to PP research. - more...
FCA sharpens focus on adviser hospitality
Investment Week Found 'excessive' use of non-monetary benefits The Financial Conduct Authority (FCA) has proposed to ban advisers from receiving “excessive” non-monetary benefits, such as lunches and dinners. - more...
A-Plan's profit after tax rises 20% to £24m
Operating profit also rose by 11% to £25.6m for its latest financial year (2015: £23.2m). - 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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