Response rating
7.0/10
FCA verified
19th June 2017

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
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
Angela Maher BA DipPFS
Managing Director
Jon Landy
Director
Phil Jones
Independent Financial Adviser
Celia Evans
Independent Financial Adviser
Alex Dunk
Independent Financial Adviser
Accreditations
Certified Financial Planner
Jenny Jones DipPFS
Independent Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
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

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)
£100,000
Minimum pension value
£100,000

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