Acumen Financial Partnership Limited

Independent Financial Adviser  Summersdale, Pilling, PR3 6SJ
First meeting at adviser's own cost
Acumen Financial Partnership Ltd are a firm of Independent Financial Advisers and we look to provide a value driven, holistic service to our clients centred around pension and investment planning.
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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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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Corporate pension
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
Daniel Frampton
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. Delivering sophisticated financial plans in plain English is at the core of what we do.

Being independent, we can select from the whole of market so clients can rest assured that they are getting the highest quality, at the most reasonable price.

Given the fact that we currently look after £360 million+ in client funds, we are of a size that allows us to negotiate the best deals with providers and access services not available to smaller companies.

As part of the initial meeting we will discuss your objectives, and help you define your risk profile. With this as the foundation, we can start putting together a balanced and well rounded financial plan that gives you the ability to get the most out of your estate.

Our services

Our services include:

- Pension and Investment Advice
- Corporate Financial Planning
- Cashflow Management
- Financial Protection and Life Assurance
- Retirement Planning

Where to find us
Head office address: Summersdale, Head Dyke Lane, Pilling, PR3 6SJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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 16th May 2022

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