Acumen Financial Partnership

14/09/2023

Preparing for retirement is essential to ensure that your finances provide a comfortable income once you stop working. Our financial advisers at Acumen Financial Partnership offer in-depth retirement planning advice. 🤝

Contact Acumen to request a free consultation today 📧📞

0151 520 4353 📞
[email protected] 📧

08/09/2023

Are you a business owner? Check out our latest blog on business property relief! 📣📰

Business property relief has been around for decades, yet most business owners are unaware of its existence. The question we are looking to tackle is what happens if you were to die and pass on your business to family members?

Read more...

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Are you a business owner? Discover what business property relief is and how it applies to inheritance tax. Stay in the know with Acumen.

05/09/2023

Why choose Acumen for your private wealth management❔

Our highly qualified and experienced multi-disciplinary team work together to offer a thorough and tailored approach to private wealth management.

At Acumen, we promise to deliver:

🟠 A tailored solution to make the most of your finances and give value for money.
🟠 A transparent approach – we are trustworthy, unbiased and make financial planning simple.
🟠 An exceptional level of up-to-date knowledge and expertise.
🟠 A holistic & complete financial plan – our trusted local connections mean we can call on other specialists where needed, much like a GP may refer a patient.

For independent investment advice, contact Acumen today. ⬇️

0151 520 4353 📞
[email protected] 📧

01/09/2023

Congratulations to our newest Chartered Financial Planner Daniel Frampton! 👏🎉

Daniel joined Acumen 5 years ago as an apprentice, where he spent the first couple of years working alongside our Director, Jon Landy. Daniel has achieved so much in the past five years and the Acumen team are extremely proud of him! 🥂

30/08/2023

We pride ourselves on giving the best possible service to all 🙌

Here's what one of our valued clients had to say:

"Acumen have provided an exceptional and professional service from day one, nearly 15 years ago. I feel comfortable when I attend my annual pension review." 🤝

Take a look at more client feedback below ⬇️

https://www.acumenfinancial.co.uk/testimonials/

20/08/2023

How do I prepare for my pension❓

This is perhaps the biggest of all the questions we regularly hear with regards to pensions.

Preparing for retirement can be daunting, which is why Acumen has sought to answer some of your most burning questions surrounding the topic, as well as providing handy hints and tips to help you get ahead with your pension planning.

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https://www.acumenfinancial.co.uk/retirement/how-do-i-prepare-for-my-pension/

Contact Acumen to request a free consultation today 📧📞

17/08/2023

Check out our latest blog on Lancashire Business View 📣⬇️

The US is on a “no recession path” despite some of the traditional indicators suggesting that there are signs of weakness.

13/08/2023

Employee Spotlight 🌟

Mike Moore joined us back in 2021 as a Chartered Financial Planner.

Mike says, "Managing client relationships and working for the client with a focus on their needs, goals and aspirations is an extremely important and satisfying part of my role." 🤝

Read more about Mike on our website ⬇️

https://www.acumenfinancial.co.uk/team-members/mike-moore/

11/08/2023

The news is spreading.. read more about our new experienced adviser on the Insider Media 📰
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https://www.insidermedia.com/news/north-west/acumen-financial-partnership-appoints-experienced-adviser

Lancashire-based Acumen Financial Partnership has expanded with the appointment of a senior adviser.

08/08/2023

Acumen Financial Market Update! 📣⬇️

The tide in the markets seems to be changing and the sun seems to be rising once again ☀️

There are always things that can cause a slip, or some uncertainty – but remaining invested in multi-asset portfolios with long-term views gives investors the highest probability of growth... 📈

Read more...

https://www.acumenfinancial.co.uk/advice/market-update-august-2023/

The Acumen team explores inflation and interest rates after the latest market update that took place in August 2023.

04/08/2023

⭐Client Review ⭐

Here's what one of our valued clients had to say about one of our advisers Phil Jones:

How has your adviser helped you?

"When I retired, Phil talked me through all the options I had for my pension pot. He listened to me and tailored his recommendations accordingly."

What have Acumen done best? What stood out for you?

"The personal friendly service my advisor gives me. He always takes the time to ask about my family.
Covid was a worrying time with volatility of the financial markets. It was reassuring to be able to pick up the phone and get reassurance from my advisor." 🤝

01/08/2023

We have been featured📣

Read the article for more information about our new Chartered Financial Planner, Paul Rathbone! ⬇️⬇️

https://www.lancashirebusinessview.co.uk/latest-news-and-features/acumen-appoints-experienced-senior-adviser

Burscough-based Acumen Financial Partnership has appointed Paul Rathbone as senior adviser.