At Acumen Financial Planning, we understand the importance of straightforward personal financial planning. Our team of expert Independent Financial Advisers (IFAs) are dedicated to providing exceptional financial advisory services and products that are 100% unbiased and tailored to our clients' unique goals.
Our Story
Founded by Managing Director, Angela Maher BA DipPFS, Acumen Financial Partnership has grown rapidly from a small start-up in 2006 to a thriving firm of 21 staff that now manages upwards of 350 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.
Our Approach
We pride ourselves on our unshakeable integrity, which is ingrained throughout the whole team. We charge fees that are fair and reasonable and firmly agree with Warren Buffett that "price is what you pay, value is what you get." Our ultimate aim is to provide excellent value for money to all our clients. The litmus test for an Acumen adviser is whether they would offer a financial product, investment or service to their own mother. Only if the answer is a clear 'yes', they will offer it to a client.
Our Services
We offer a comprehensive range of financial planning services, including Estate Planning, Equity Release Advice, Investment Advice & Plans, Lasting Powers of Attorney (LPA), Life Insurance Advice, Pension Advice & Plans, Private Pension Freedoms Explained, and Retirement Planning Advice. Our advisers work with a select number of the top investment houses nationwide to ensure clients get the best of everything - dedicated financial planning strategies from a trusted adviser and skilled asset management from the best investment brains in the country.
Our Promise
Personal relationships are at the heart of everything that goes on at Acumen. Nurturing strong relationships with clients, getting to know their aspirations and worries, is the most effective route to building the trust required to offer comprehensive financial advisory services. The 'open door' policy gives clients access to advice and help more or less whenever they need it, whether it's over the telephone, via email or face-to-face.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Acumen Financial Services. They have praised the company's professionalism, expertise, and guidance in financial planning.
Praise for Individual Advisers
Several reviewers have specifically mentioned their financial advisers, including Phil Jones, Kenny, and Jon, who have been commended for their patient and knowledgeable approach.
Excellent Service
The reviewers have appreciated the excellent service provided by Acumen, citing the absence of pressure and the presence of pure guidance and assistance whenever needed.
Financial Planning and Advice
Acumen's expertise in financial planning and advice has been highly valued by the reviewers, who have felt more confident and informed about their financial choices, including pensions and investments.
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