Acumen Financial Partnership Limited

Independent Financial Adviser Acumen Financial Partnership Ltd, 4 Swordfish Business Park, Higgins Lane, Burscough, Lancashire, L40 8JW
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
We can advise you on
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Wealth management
Meet our advisers
Julie Cranny DipPFS
Independent Financial Adviser
Angela Maher BA DipPFS
Managing Director
Jon Landy BSc (Hons) DipPFS
Director
Phil Jones Dip CII Cert CII MP
Independent Financial Adviser and Mortgage Adviser
Celia Evans BA (Hons) DipPFS
Independent Financial Adviser
Jenny Jones DipPFS
Independent Financial Adviser
Accreditations
Certified Financial Planner
Alex Dunk BA (Hons) DipPFS
Independent Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
I transferred my pension pot from the pru to Acumen. With Phil Jones controlling my investments my SIPP portfolio are performing well. I am more than happy with the service I receive.
Ray, Maghull
I became Client of Acumen Financial Partnership 6 years ago on the recommendation of a friend and colleague. From the first day of meeting Angela Maher I have appreciated the user friendly Professionalism so evident in her welcoming and advising Financial lay clients such as myself. Over the past 5 years Jon Landy has managed my account with pro activeness and the application of extensive Professional knowledge to my increasing benefit. The advice given and actions implemented are clear, precise and the detail explained in such a way as to be readily understood. Over this period of time Jon and the team have generated a level of trust for me which is very satisfying in what can be a complex but increasingly necessary part of our lives. I am very satisfied with the service and effort by Acumen on my behalf and would recommend them without hesitation.
George, Ormskirk
Searching for a local Financial adviser I looked at Acumen Financial Partnership. The main problem was, through poor past experience I had totally lost trust in anyone involved with finances. However, Acumen’s “About Us” page revealed Angela Maher had worked for David Roberts & Partners whom I had my business insurances with for many years. I found Acumen to be very professional in their approach, explaining their services & charges during the initial meeting. This was followed up by excellent, sound, unbiased advice which has been a huge help with my pension & mortgage investments& has also restored my faith in people dealing with finance. Phil Jones dealt with my enquiry, he is 100%professional in his approach & yet you feel you are dealing with a friend not someone on the opposite side of a desk who actually has their own interest as a priority. I would without hesitation recommend this firm.
Allan, Ormskirk
I have been a client of Acumen Financial Services for the past 5 years. My personal financial advisor is Mr Phil Jones. I have always found Phil to be very friendly and approachable. I usually meet up with Phil twice a year to review my financial affairs. This is always at my convenience at my chosen time and place in my own home! I find him easy to understand, as well as being knowledgeable and approachable. He has also arranged for me to get to know the more senior partners in the business, Overall I am very happy with the personal service I receive from Acumen. Incidentally, my portfolio has also grown under their guidance!!
C Martin, Burscough
I would confidently recommend Acumen Financial as a professional and expert partner to anyone looking to make important decisions in the complex realm of Pensions investments.
K. French, Warrington
As a long standing client of Acumen over many years, I have always appreciated the analysis and advice they have given me, delivered in such a way that even difficult topics for a layman are made easy to understand. Jon’s recommendations for actions to be taken, have seen my resources deliver above anticipated growth – even during this current difficult time within the economy.
Barry Gibson, Hesketh Bank
Over the last few years Angela has helped me to organise my finances and make the most of my financial assets to enable me to pay off my mortgage and, at the age of 58, to make a complete change of direction and fulfill my dream of setting up my own business, without having to borrow any money. I would have no hesitation in recommending Angela and her team at Acumen. Her technical competence, helpful attitude and business ethos of working in the best interest of the client, have certainly given me confidence that my finances are in safe hands.
EPF, West Lancashire
My dealings with Angela Maher go back to the days when she was a consultant as David Roberts & Partners. Since then Angela has continued to give me excellent financial advice in layman’s terms tailored for my requirements in the constantly changing financial climate. My investments continue to flourish under Angela’s guidance.
Retired Civil Servant, Birkdale
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000

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