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Acumen Financial Partnership Limited

Independent Financial Adviser  Acumen Financial Partnership Ltd, Burscough, L40 8JW
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FCA authorised
Last authorised 27th June 2022
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
Meet our advisers
MR Phil Jones Dip CII Cert CII MP
Independent Financial Adviser and Mortgage Adviser
MRS Celia Evans BA (Hons) DipPFS
Independent Financial Adviser
Jenny Jones DipPFS
Independent Financial Adviser
MR Alex Dunk BA (Hons) DipPFS
Independent Financial Adviser
Julie Cranny DipPFS
Independent Financial Adviser
MR Jon Landy BSc (Hons) DipPFS
Director
MISS Angela Maher BA DipPFS
Managing Director
About us

Acumen was established in 2006 with a commitment to the highest quality advice, delivered in a way that focuses on our clients needs. We aim to bring common sense, clarity and transparency to your financial planning and invite new clients to discuss our services personally.

Our services include:
Financial Planning
Investments
Pensions
Retirement
Equity Release

Once we have discussed your options, we will work to build a strategy to help you achieve your goals.

Our services

We listen carefully to what clients tell us, we put ourselves in their shoes and plan for their future thoughtfully and thoroughly.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Acumen Financial Partnership Ltd, 4 Swordfish Business Park, Higgins Lane, Burscough, L40 8JW

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