Acumen Financial Partnership Limited
Initial consultation free
Independent
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
We can advise you on
Clients
helped
helped
79
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Phil Jones Dip CII Cert CII MP
Independent Financial Adviser and Mortgage Adviser
MRS Celia Evans BA (Hons) DipPFS
Independent Financial Adviser
What our clients say
r
Ray
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.
g
George
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...
a
Allan
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....
cm
C Martin
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...
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