About Us

Our Company

My prime objective was to provide a personalised service to match client’s ongoing Independent Financial Advice requirements and that was why I established Acumen Associate Financial Services Ltd in 2004.

Our services are carried out on a full advisory basis

Acumen has a flexible approach which allows us to provide a face to face service – our preferred method. We are also happy to provide our services by phone, by post, email or Skype, and by using technology, we can provide our services throughout the UK in a flexible, comprehensive and professional way.

Being independent allows us to work on your behalf

Whether you are looking for advice in a specific area or a full financial review, we are ideally placed to help you. We provide bespoke independent financial advice and aspire to assist you to achieve your personal and or corporate financial objectives.

We pride ourselves in giving unbiased honest advice

As independent financial advisers – we are able to provide unbiased holistic financial and mortgage advice from the whole of the market.

This can be delivered on a Transactional basis or through an ongoing Service Agreement.

Copies of the Transactional and Service Agreement will be provided as part of our advisory service.

We are authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with personal and business financial planning. Our range of services includes:

  • Personal & Business Financial Planning
  • Personal & Business Insurances
  • Mortgages & Equity Release
  • Retirement Planning – both Individual and Group
  • Savings & Investments
  • Long Term Care
  • Wealth Preservation/Tax Planning

In addition, we have links with a large number of other financial professionals including Accountants, Solicitors, Stockbrokers and contacts within commercial banking.

 

Want to know more?

Call us for a friendly chat on 0800 298 6311 or email: mail@acumenifa.com