Acumen Financial Partnership

Acumen Financial Partnership is a thriving firm of Independent Financial Advisers that has grown rapidly since its inception in 2006. Founded by Managing Director, Angela Maher BA DipPFS, the company was established with the goal of creating a "grown-up" firm of financial planners that prioritizes building strong relationships with clients and staff. With a strong moral code that prioritizes doing the right thing for both clients and personnel, Acumen's highly trained IFAs and support staff strive to provide exceptional financial advisory services and products that are tailored to each client's unique goals.

Straightforward Personal Financial Planning

Acumen's financial planning services are designed to make complex financial issues more accessible and transparent for clients. Our IFAs and support staff work tirelessly to simplify financial jargon, providing clear and concise advice that is easy to understand. No matter the complexity of the financial matter, we work with clients to develop tailored investment strategies that are driven by rigorous research and transparent charges. Our goal is to present the complete package in a clear, logical, and easy-to-understand manner that truly meets each client's needs.

Fee-Only Financial Advisory Services

From the outset, Acumen's founders were committed to being fee-only financial advisers, rejecting the traditional commission-based model. Our IFAs are not driven by targets to sell specific products, and instead, focus on providing holistic financial planning services that are tailored to each client's unique requirements. We believe that this approach allows us to build stronger relationships with our clients, as our advice is not influenced by sales targets or commission structures. Our fee structure is clear and transparent, ensuring that clients know exactly what they are paying for and can trust that their financial planning is being managed in their best interests.

Financial Planning Services Built on Relationships

At Acumen, we pride ourselves on our unshakeable integrity and unwavering commitment to doing what is right for our clients. Our financial planning services are built on the foundation of strong relationships, nurtured through open and honest communication. We take the time to understand each client's aspirations and worries, and work with them to develop financial plans that are tailored to their unique needs. Our litmus test for any financial product, investment, or service is whether we would recommend it to our own mother. Only if we would offer it to a loved one do we consider it suitable for a client.

A Firm of Expertise

Acumen Financial Partnership has grown to become one of the North West's most respected financial advisory firms, with a team of 21 staff managing assets of over 350 million. Our managing directors, Angela Maher and Jon Landy, have formed a formidable partnership, bringing together their expertise and experience to provide exceptional financial planning services to individuals and families. With a state-of-the-art office in Lancashire, we are well-equipped to provide the highest level of service to our clients.

Our Services

We offer a wide range of financial planning services, including:

• Estate planning
• Equity release advice
• Investment advice and planning
• Lasting powers of attorney (LPA)
• Life insurance advice
• Pension advice and planning
• Private pension freedoms explained
• Retirement planning advice
• Cash management services
• Investment platforms

At Acumen Financial Partnership, we are committed to providing exceptional financial planning services, built on the foundation of strong relationships, integrity, and a commitment to doing what is right for our clients.