Mon - Fri. 9:00 - 17:00
0151 520 4353
Independent Financial Advisers in Lancashire
A future you can trust.
As financial advisers and planners, we see our role as one beyond advice and services. It’s a responsibility, and an opportunity to help steer, shape and build a future for our clients.
Our Services
Inspiring generations of people to plan for their financial futures.
Acumen Financial offer market-leading personal financial planning services across a number of areas. We offer a comprehensive and holistic range of personal financial planning services that are designed to help you achieve your financial goals.
Financial Planning Services
Our personal financial planning is tailored to your individual circumstances and goals which is crucial for achieving financial stability and passing on your wealth to loved ones in the most effective way possible.
Inheritance Tax & Estate Planning
Estate planning can minimise your tax liabilities and provide peace of mind that your dependents will be financially stable long after you have passed.
Equity Release Advice
Our team can provide trustworthy equity release advice backed by years of experience and insight. We’ll help you to understand the options available to you and how equity release schemes may benefit your financial planning for retirement.
Investment Planning & Advice
Our investment advisers have both the knowledge and experience to assess current investments and advice on future investments.
Retirement Planning Advice
Acumen’s financial advisers have the experience and the skills to find the perfect solution for you which will help in preparing for retirement.
Life Insurance Advice
Ensuring the right amount of money will reach the right people, at the right time, if the worst was to happen.
How we work
We recognise the importance of a long-term relationship, built on trust and mutual understanding.
Getting to know you
We will get to know you, to find out your aspirations, so we can truly understand where we can add value to your finances.
Strategy & implementation
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.
Improvement & monitoring
We constantly monitor and adjust our strategies and services, to ensure that your finances have the best chance of sustained growth and success.
Financial Planning
Whatever your circumstances, we can help make your money work harder for you.
Our financial advisers provide advice about everything from pensions to investments and wealth management.
Financial Services
We also provide market-leading financial advisory services.
We go the extra mile to ensure all bases are covered when it comes to managing your finances. Our investment platforms are geared towards helping you to maximise your returns.
Why choose us
We’ll help you grow your investments.
With more than 180 years’ of combined experience as independent financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you.
184
Years of experience combined
10
Highly experienced financial planners
£420m
Worth of funds managed
We’re proven financial experts, with advice to give.
The Acumen Financial team shares a common goal; to give you the best possible service and to bring clarity and common sense to all your financial matters. With more than 180 years of combined experience, the team at Acumen Financial works tirelessly to help you to secure your financial goals.
VIDEO TESTIMONIALS
Our clients have a lot to say about us.
Watch some of our clients share their experiences, insights, and successes. Join us as we explore their stories and discover why they’ve chosen to partner with us.
Contact us
If you would like to talk to us about a financial matter, please fill in the form.
We will call you back within the same working day.
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