Acuma Ltd

My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you as a client. I work from my office in Burnham on Sea and so can easily access North and South bound territories and I am happy to meet at a time and place that suits you, usually in your own home or place of work. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. More importantly, I will then take the time to find out about you and your goals and what you need help and advice with. I can then prepare any recommendations that I feel are suitable for you. On a more personal note, I am married with one child and enjoy spending time with my family, alongside playing drums, running and keeping fit. I would be happy to answer any questions at no initial cost or obligation, so feel free to get in touch.

'providing structure and direction to your finances'

A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.

Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion.