Acumen Financial Partnership Limited

Independent Financial Adviser  Summersdale, Pilling, Lancashire, PR3 6SJ
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
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Commercial mortgages
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Corporate pension
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Elizabeth Warren
IFA
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.

Where to find us
Head office address: Summersdale, Head Dyke Lane, Pilling, PR3 6SJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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