Business Details
22 Years
experience
Your Trusted Partner for Financial Services Solutions
We are a financial professional services firm committed to delivering straightforward, client-centric solutions. With over 19 years of experience, we combine financial expertise, technological innovation, and human intelligence to address complex challenges for businesses and individuals. Our team of 165+ professionals serves 7,000+ clients globally, offering tailored services in accountancy, tax advisory, audit, wealth management, and corporate finance.Founded to simplify access to financial expertise, we prioritise transparency, ethical practices, and long-term client relationships. Our collaborative approach ensures clients receive actionable insights, regulatory compliance, and strategic growth opportunities. We operate with purpose, aiming to create lasting value for clients and communities while maintaining industry-leading standards through continuous innovation and sector-specific knowledge.
Services
Accountancy
Tax Advisory
Audit
Wealth Management
Mortgages
Corporate Finance
Defined Benefit Pensions
Payroll
Management Accounts
Bookkeeping
Details
- Year established: 2004
Highlights and features
- We offer 19+ years of experience in financial services and accounting.
- Our team of 165+ professionals delivers sector-specific expertise and tailored advice.
- We prioritise transparency, ethical practices, and client-centric solutions.
- Our collaborative approach integrates technology and human intelligence for better outcomes.
- We provide holistic financial solutions across accountancy, tax, audit, and wealth management.
Services
Accountancy
We provide comprehensive accountancy services tailored to businesses of all sizes. Our team ensures accurate financial reporting, compliance with HMRC regulations, and strategic tax planning. From sole traders to charities, we streamline financial processes, offering clarity on statutory requirements and optimising tax structures. Our proactive approach helps clients maintain control over their finances while focusing on growth.
Tax Advisory
Our tax advisory services focus on optimising tax efficiency while ensuring compliance. We specialise in R&D tax credits, enterprise investment schemes, and landlord tax planning. By leveraging sector-specific knowledge, we identify reliefs and incentives to reduce liabilities. Clients benefit from forward-looking strategies that align with evolving regulations, supported by detailed documentation and HMRC compliance expertise.
Wealth Management
We help individuals build sustainable financial futures through tailored wealth management. Services include pension planning, investment strategies, and estate management. Our advisers combine market insights with risk assessment to create balanced portfolios. With 100M+ under advice, we prioritise long-term growth, tax-efficient solutions, and protection strategies to meet personal and familial financial goals.
Corporate Finance
Our corporate finance team supports business expansion through capital raising, valuation, and exit planning. We assist with mergers, acquisitions, and succession strategies, ensuring alignment with long-term objectives. By analysing market opportunities and financial positioning, we help clients secure funding, optimise valuations, and execute strategic transitions while minimising tax implications.
Defined Benefit Pensions
We offer specialist advice on defined benefit pension reviews, including transfer value assessments. Our FCA-regulated team provides triage, abridged, and full advice services to evaluate whether transferring is in clients' best interests. With a focus on risk mitigation, we deliver personalised recommendations, cashflow modelling, and implementation support for informed retirement decisions.
People
Stuart McGreevy
Chairman & CEO
Stuart founded Acuity Professional to simplify access to financial expertise. With decades of experience in professional services, he leads strategic growth initiatives and fosters a client-centric culture. His vision drives innovation in financial solutions.
Jonathan Skinner
Senior Partner
Jonathan oversees audit and assurance services, combining technical excellence with commercial insight. He specialises in regulatory compliance and business improvement, ensuring clients achieve operational efficiency and financial clarity.
Debbie Hargreaves
Finance Director
Debbie manages financial operations and audit delivery. With expertise in statutory compliance and risk management, she ensures robust financial governance across client portfolios, supporting long-term business sustainability.
Phillip Bryant
Partner
Phillip leads mortgage and wealth management services. His team provides impartial advice on residential and commercial mortgages, investment strategies, and retirement planning, focusing on client-centric outcomes.
Chris Larby
Pension Transfer Specialist
Chris specialises in defined benefit pension transfers. As an FCA-regulated adviser, he delivers detailed analysis and recommendations to help clients make informed decisions about their retirement finances.
Questions
What accounting services do you offer for businesses?
We provide year-end accounts, VAT compliance, payroll, management accounts, and bookkeeping. Our services ensure regulatory compliance, tax efficiency, and real-time financial insights for informed decision-making.
How do you support business growth through corporate finance?
We assist with capital raising, business valuations, exit planning, and M&A advisory. Our team devises strategies to optimise funding, enhance valuations, and execute strategic transitions aligned with client objectives.
What tax planning solutions are available for landlords?
We offer mitigation strategies for Section 24, inheritance tax, and capital gains tax. Our services include compliance, reliefs, and stamp duty reclaims to maximise property investment returns.
Can you help with defined benefit pension transfers?
Yes. We provide FCA-regulated advice on DB pension reviews, including triage, abridged, and full transfer analysis. Our specialists assess whether transferring aligns with your retirement goals.
What makes your wealth management approach unique?
We combine financial market expertise with personalised planning. Services include tax-efficient investments, estate planning, and risk management, tailored to individual goals and risk profiles.
Videos
Reviews (3)
Rosie Topp
Feb 14, 2022
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Phil and team helped with my financial and tax planning. The team are very friendly and accessible and have a lot of experience so they can advise on a range of areas.
Piyush Pithwa
Jul 20, 2021
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No answer after 6 weeks chasing for an update! The initial free consultation and fact finding call was great, where I felt I was dealing with honest and professional firm. Following which, I was promised a report and quotation to discuss their service, having had no call, updates or any form of communication from the office since the consultation over 6 weeks ago now. Have chased 3 times thins week, with emails and phone calls ignored! Would avoid.
Paul Anthony
Jul 11, 2021
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I have found this firm to be honest & trustworthy. Phil and Simon have been amazing in supporting my business needs.
