At Acumen Associate Financial Services Ltd we are committed to add significant value to both individuals and businesses in our financial services proposition. It is this commitment which gives us the foundation for our comprehensive ongoing financial health check service and delivering value to our 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 wealth accumulation and security goals at the forefront of our financial strategies.

Choosing the right financial partner is one of the most important relationships we have in achieving the lifestyle we deserve-we at Acumen Associate Financial Services Ltd look forward to working with you in attaining those financial outcomes.

SERVICES AVAILABLE BUILDING MUTUAL CLIENT RELATIONSHIPS

We are committed to add significant value to both individuals and businesses in our Financial Services Proposition. It is this commitment which gives us the foundation for our comprehensive ongoing financial health check review service delivering value to our clients.

INTERACTION WITH YOUR FINANCIAL ADVISER THE WAY YOU WANT IT

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

ANNUAL REVIEW

A complete review of your financial strategy – including a financial health check.

FINANCIAL LIAISON SERVICE

Providing a liaison service for all your accounting, legal and professional advisers.

INVESTMENT PROPOSITION

Risk profiling, asset allocation modeling, portfolio construction, asset allocation re-basing, portfolio analysis, online valuation.

TAXATION SERVICE

Inheritance Tax & Estate planning, tax liaison, SIPP and Pension planning.

SERVICE PROPOSITION

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

Want to know more?

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