We will get to know you, to find out your aspirations, so we can truly understand where we can add value to your finances. We carry out in-depth research into your areas of interest, formulate a strategic financial plan for you and then put those plans into action. We constantly monitor and adjust our strategies and services, to ensure that your finances are given the best chance of sustained growth and success.
With more than 150 years' experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you. The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters.
With more than 150 years' experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you. The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters.
Services
Founded by Managing Director, Angela Maher BA DipPFS, Acumen Financial Partnership has grown rapidly from a small start-up at incorporation in 2006 to a thriving firm of 17 staff that now manages upwards of 240 million of assets from its state-of-the-art Burscough offices in Lancashire. Fellow Director, Jon Landy, began working with Acumen in 2008, before being appointed Director in 2012 and becoming a shareholder in 2016.
How many of us would invest in a buy to let property, install the tenants and then walk away and not go back to check on it for five years? In just the same way, financial plans, ISAs, pensions, even building society savings accounts, all need attention on a regular basis. This is why we offer a holistic service, starting with a free initial meeting to find out what you are looking for from us and to work out what your lifetime goals are.
In a crowded market, we realise that finding a trusted financial adviser can sometimes be more involved than perhaps it should be. How do you cut through the noise and find the perfect Independent Financial Adviser (IFA) for you? Particularly at the very earliest stages of your research, before you've even met your prospective IFA?
As a new customer to Acumen, it is our great pleasure to welcome you to Acumen and provide you with all the facts you need to make the most of our services. As such, we've developed our handy Acumen Welcome Pack to tell you more about us and all the services that we offer. As a team, we share an unshakeable belief in traditional family values.
Acumen follows a simple 6-step model for financial planning. To create a tailored and transparent plan, we will spend time getting to know you and your financial situation. Our financial consultants will gather information about your financial history, your existing financial plans, your savings and borrowings and analyse this data as a team.
Reviews (4)
Graeme Nuttall
Oct 28, 2020
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As a first time buyer, but not just first time buyer but also found myself navigating through a shared ownership deal as well. I found Acumen to thoroughly professional, patient and knowledgable helping me to decide on the best mortgage deal for my own personal circumstances. Kenny was attentive and patient as I grew in confidence helping and advising me through a subject I had no prior knowledge. A great service, I would recommend Acumens service.
Ian Webster
Dec 17, 2019
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Rachel Birch
May 09, 2019
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Really appreciated the up-to-date and expert advice from Acumen. Financial planning is now something I don't try an avoid! When I approached Acumen, I had no idea about pensions and after going through the process with Jon, I feel so much better about my choices and what my pension can deliver. Thanks to the team!
Dean Atkinson
Jul 30, 2015
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