At Acumen Associate Financial Services Ltd we are committed to add significant value to businesses with our bespoke corporate financial services proposition. It is this commitment which gives us the foundation for our comprehensive ongoing corporate service and delivering value to our business clients.

Client care is always the catalyst for our tailored financial plans to suit the needs of both our personal and business clients.

Working with you in partnership ensures that we have your common business goals at the forefront of our financial strategies.

Choosing the right corporate financial planning partner is one of the most important business relationships-we at Acumen Associate Financial Services Ltd look forward to working with you in attaining those successful financial outcomes for your business.

SERVICES AVAILABLE BUILDING MUTUAL CLIENT RELATIONSHIPS

We are committed to add significant value to businesses with our bespoke Corporate Financial Services Proposition. It is this commitment which gives us the foundation for our comprehensive ongoing corporate service and delivering value to our business clients.

INTERACTION WITH YOUR INDEPENDENT FINANCIAL ADVISER HOWEVER SUITS YOUR BUSINESS

Telephone – E-mail – Skype or interim Face to Face meetings.

ANNUAL REVIEW

Securing external expertise to provide complete worksite marketing service for all of your employees.

MEMBERSHIP SERVICES

Providing membership administration services to employees freeing valuable time for your business.

EXECUTIVE RETIREMENT PROPOSITION

Senior executive retirement planning service.

GROUP LIFE INSURANCE SERVICE

Life assurance and income protection Insurance.

SERVICE PROPOSITION

Phone calls and E-mails returned in 24 hours where possible, impartial second opinion and review, assessing and removing the hassle and complexity from your group pension proposition.

Want to know more?

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