We will get to know you, to find out your aspirations, so we can truly understand where we can add value to your finances. We carry out in-depth research into your areas of interest, formulate a strategic financial plan for you and then put those plans into action. We constantly monitor and adjust our strategies and services, to ensure that your finances are given the best chance of sustained growth and success.
With more than 150 years' experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you. The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters. Keep up to date with the latest news and events at Acumen and within the wider financial sector.
You can find all our latest news articles here. Our Independent Financial Advisor, Mike Moore BA(Hons) APFS, spoke with the Champion Newspaper to di. Our Managing Director, Angela Maher BA DipPFS, spoke with the Champion Newspaper about Acumen Intern.
With more than 150 years' experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you. The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters. Keep up to date with the latest news and events at Acumen and within the wider financial sector.
You can find all our latest news articles here. Our Independent Financial Advisor, Mike Moore BA(Hons) APFS, spoke with the Champion Newspaper to di. Our Managing Director, Angela Maher BA DipPFS, spoke with the Champion Newspaper about Acumen Intern.
Services
Founded by Managing Director, Angela Maher BA DipPFS, Acumen Financial Partnership has grown rapidly from a small start-up at incorporation in 2006 to a thriving firm of 17 staff that now manages upwards of 240 million of assets from its state-of-the-art Burscough offices in Lancashire.
Fellow Director, Jon Landy, began working with Acumen in 2008, before being appointed Director in 2012 and becoming a shareholder in 2016.
Angela and Jon have since formed a formidable partnership, spearheading one of the North West's most respected financial advisory firms.
Fellow Director, Jon Landy, began working with Acumen in 2008, before being appointed Director in 2012 and becoming a shareholder in 2016.
Angela and Jon have since formed a formidable partnership, spearheading one of the North West's most respected financial advisory firms.
How many of us would invest in a buy to let property, install the tenants and then walk away and not go back to check on it for five years?
In just the same way, financial plans, ISAs, pensions, even building society savings accounts, all need attention on a regular basis.
This is why we offer a holistic service, starting with a free initial meeting to find out what you are looking for from us and to work out what your lifetime goals are.
Then the real work begins, formulating our advice, discussing it with you and building a strategy to help you achieve your goals.
In just the same way, financial plans, ISAs, pensions, even building society savings accounts, all need attention on a regular basis.
This is why we offer a holistic service, starting with a free initial meeting to find out what you are looking for from us and to work out what your lifetime goals are.
Then the real work begins, formulating our advice, discussing it with you and building a strategy to help you achieve your goals.
In a crowded market, we realise that finding a trusted financial adviser can sometimes be more involved than perhaps it should be.
How do you cut through the noise and find the perfect Independent Financial Adviser (IFA) for you?
Particularly at the very earliest stages of your research, before you've even met your prospective IFA?
Here at Acumen, we recommend heading over to the VouchedFor adviser site as your first port of call.
Featuring more than 10,000 financial advisers, VouchedFor is home to the UK's most trusted advice.
How do you cut through the noise and find the perfect Independent Financial Adviser (IFA) for you?
Particularly at the very earliest stages of your research, before you've even met your prospective IFA?
Here at Acumen, we recommend heading over to the VouchedFor adviser site as your first port of call.
Featuring more than 10,000 financial advisers, VouchedFor is home to the UK's most trusted advice.
As a new customer to Acumen, it is our great pleasure to welcome you to Acumen and provide you with all the facts you need to make the most of our services.
As such, we've developed our handy Acumen Welcome Pack to tell you more about us and all the services that we offer.
As a team, we share an unshakeable belief in traditional family values.
We prioritise honesty, integrity, reliability, care for others and providing a consistently excellent customer service that offers real value for money.
We provide individual, bespoke financial planning advice for private and business clients who value working with a trusted adviser.
As such, we've developed our handy Acumen Welcome Pack to tell you more about us and all the services that we offer.
As a team, we share an unshakeable belief in traditional family values.
We prioritise honesty, integrity, reliability, care for others and providing a consistently excellent customer service that offers real value for money.
We provide individual, bespoke financial planning advice for private and business clients who value working with a trusted adviser.
Acumen follows a simple 6-step model for financial planning.
To create a tailored and transparent plan, we will spend time getting to know you and your financial situation.
Our financial consultants will gather information about your financial history, your existing financial plans, your savings and borrowings and analyse this data as a team.
Financial planning, also known as private wealth management, is a complex task with many interconnected variables.
Even though it is possible to do your own financial planning, our financial consultants can help you achieve your goals through a tailored financial planning approach.
To create a tailored and transparent plan, we will spend time getting to know you and your financial situation.
Our financial consultants will gather information about your financial history, your existing financial plans, your savings and borrowings and analyse this data as a team.
Financial planning, also known as private wealth management, is a complex task with many interconnected variables.
Even though it is possible to do your own financial planning, our financial consultants can help you achieve your goals through a tailored financial planning approach.
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