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 include:
- Pension and Investment Advice
- Corporate Financial Planning
- Cashflow Management
- Financial Protection and Life Assurance
- Retirement Planning
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.