Acumen Independent Financial Planning Ltd

Independent Financial Adviser  Acumen House, Llansamlet, Swansea, SA7 9RY
We pride ourselves on offering a friendly professional service to new and existing clients. .
We can advise you on
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Philip John Hounsell DipPFS
DIRECTOR

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

About us

Acumen IFA is a long established company, offering detailed personal and business financial planning.

We specialise in personal protection, investments whether lump sum or regular savings, pensions, long term care; we also advise many small to medium sized businesses. P Hounsell was awarded IFA of the year Bronze Award.

Please call Philip Hounsell who will be pleased to discuss your requirement further.

Where to find us
Head office address: Acumen House, 40 Frederick Place, Llansamlet, Swansea, SA7 9RY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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 21st September 2020

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