Accumulus Consulting is a firm of qualified and experienced Independent Financial Advisers, providing bespoke financial planning and wealth management to individuals and companies across the South East of England. Using our exploration and discovery process, we will help you understand your priorities and create a financial plan tailored around you, your partner, children or company.
Our aim is to give you peace of mind, security and a sense of direction. We accomplish this by selecting the most appropriate solutions to achieve your goals, whether investments, insurance, mortgages or commercial finance. Then we continue to review and modify your arrangements as life changes.
Our aim is to give you peace of mind, security and a sense of direction. We accomplish this by selecting the most appropriate solutions to achieve your goals, whether investments, insurance, mortgages or commercial finance. Then we continue to review and modify your arrangements as life changes.
Services
Are you worried about yours, your family's or your company's current financial position or financial future?. You may have many goals, concerns and desires that we can help you to identify and prioritise. You may find many financial terms can be confusing. We will always take time to ensure that you understand what they mean, in order to allow you to make clear confident decisions enabling you to know where you are going, and how to get there.
Money is to be respected; one of the worst things that you can do is to handle another person's money without respect for how hard it was to earn.' To provide comprehensive wealth management advice, we follow a process that allows us to identify your current financial position in relation to your desired financial position.
Accumulus, founded in 2001 by Geoff O'Shea, is a firm of qualified and experienced Independent Financial Advisers providing bespoke financial planning and wealth management to individuals and companies across the South East of England. We believe our exploration and discovery process helps us to build strong relationships and retain loyal clients and we regularly receive referrals from clients who are happy to recommend us.
Reviews (10)
Khurram Begg
Jan 28, 2022
Report
Philip Cornell
Dec 30, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
We were ready for retirement a couple of years before NRA, but unsure whether we could afford to; we found the world of pensions daunting and confusing. So glad, were we, to have Accumulus recommended to us, as Geoff has patiently guided us through our quagmire with practical and understandable advice. Thank you, Geoff.
We were ready for retirement a couple of years before NRA, but unsure whether we could afford to; we found the world of pensions daunting and confusing. So glad, were we, to have Accumulus recommended to us, as Geoff has patiently guided us through our quagmire with practical and understandable advice. Thank you, Geoff.
Jamie Larke
May 26, 2021
Report
Martin Dew
Dec 24, 2020
Report
Ash Tarhuni
Sep 13, 2020
Report
My wife approached Geoff for some financial advice, he advised us to pursue the option that was best for us, instead of encouraging us to simply hire him to manage our investments. We were impressed by his trustworthiness.
He took as much time as we needed to explain everything clearly and patiently - even though it was a free consultation - and calmly explained the available options and which one was best for us. Our overall impression was one of sincerity and kindness - exactly what one needs when dealing with confusing and stressful financial matters
Thank to his honesty, we’d have no hesitation
He took as much time as we needed to explain everything clearly and patiently - even though it was a free consultation - and calmly explained the available options and which one was best for us. Our overall impression was one of sincerity and kindness - exactly what one needs when dealing with confusing and stressful financial matters
Thank to his honesty, we’d have no hesitation
Linda Massey
Sep 15, 2019
Report
Jamie Purvor
Aug 03, 2019
Report
Geoff was recommended to me by a dear friend, who thought very highly of him. I am so fortunate and pleased to have met with him, and to know that I can trust him is such a relief.
Geoff is patient and explain things clearly. I have full confidence in him, and most of all, I find Geoff to be a principled and trustworthy professional. Wencke Walsh is very helpful and efficient too.
I will continue to use his expertise in the coming years, and will have no hesitation to recommend him to anyone.
Geoff is patient and explain things clearly. I have full confidence in him, and most of all, I find Geoff to be a principled and trustworthy professional. Wencke Walsh is very helpful and efficient too.
I will continue to use his expertise in the coming years, and will have no hesitation to recommend him to anyone.
Caroline Evans
Jun 06, 2019
Report
I couldn't praise Geoff from Accumulus Consulting high enough for the help and advice he provided for my husband and I. Money and finances is such an emotional roller coaster, but with empathy and his excellent professional knowledge he helped us make the right decisions for us and our future security and well being.
I would highly recommend to anyone who is looking for a financial advisor who actually cares.
I would highly recommend to anyone who is looking for a financial advisor who actually cares.
Jim Moore
Nov 05, 2018
Report
I was really pleased with the advice I had from Geoff at Accumulus Consulting. He took the time to really go through my options and explain the rationale behind his advice. This was really appreciated, especially the tax efficient tips he gave me. Not only that, the first consultation was free! I'd absolutely recommend Accumulus to anyone looking for truly independent financial planning advice.
M. S. Seenundun
Jun 26, 2018
Report
Obtained very good and shrewd advice on my investment options. Their approach was very professional and insightful. Geoff , in particular, demonstrated great acumen when it comes to financial planning and I was impressed by his hands-on approach to my own financial situation and the advice I received from him. I have no hesitation to recommend him and his firm to anyone who is seeking financial advice.
