Acumen Investment Solutions
-
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Tax & trust planning
- Estate planning
-
Long Term Care
- Long term care
40 Linden Avenue, Durham, Darlington, DL3 8PP
We offer a comprehensive financial planning service for all your investment and protection needs:
•Pension Planning - When do you want to retire and how much income will you need?
•Life Assurance - How much cash would your family need to maintain their current lifestyle if you die prematurely?
•Income Protection - Would you require a regular income or a cash sum if you suffered a serious illness or disability?
•Investments/Regular Savings - Are you making the best use of any spare capital or surplus income?
We offer truly independent advice on investments and pensions. Our aim is to help clients create or preserve their wealth in a tax efficient manner, whilst reviewing any existing plans and holdings. We offer a friendly, professional face to face meeting which is free of charge without obligation.
Legal information
While unbiased.co.uk endeavours to verify the information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.