Welcome to Acumen Financial

Acumen was formed in 2006 with the clear goal of raising the standards of financial services and giving clients clear, straightforward financial advice and the confidence that they always have the right people on their side.

We know, from years of experience, that the best financial advice does not just focus on the money. We have spent time looking carefully at the way we advise our clients, what services are really useful to them and how we create a practical and successful financial strategy whether they are experienced investors or absolute beginners.
We recognise the importance of a long term relationship, built on trust and mutual understanding. We know that only by spending time with you, asking the right questions and listening carefully to everything you tell us, will we discover what will make the difference for you, your family, your business and your future.

We believe that it is important for us to be able to demonstrate our commitment to our values so you can see how we work and decide for yourself whether you would like to become an Acumen client.

  • Financial Planning

    We offer expert and tailored Financial Advice and Planning.
    Our highly qualified and experienced team of Financial Advisers work together to offer companies and individuals throughout the UK a thorough and tailored approach to financial planning.
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  • Investment Advice

    Reliable and thorough Investment Advice and Planning.
    Whether you are looking to invest for income, for growth, for children or for tax purposes, our Investment Advisers offer excellent investment advice, in line with your capacity for risk.
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  • Life Insurance

    The right Life Insurance option for you and your family.
    Life Insurance
    Let us help you navigate the many life insurance options out there, to make sure you and your family are protected in the correct way with the most suitable life insurance policy.
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  • Pension Advice

    Protect your future with expert Pension Advice and Planning.
    Pension advice and planning
    Our expert pension planners analyse your financial situation and recommend the most beneficial pension advice and pension plans, specific to you and your circumstances.
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  • Mortgages

    Tailored Mortgage Advice for your personal circumstances.
    Whether you’re purchasing your first home, re-mortgaging or entering the world of ‘buy-to-let’, let our expert mortgage advice ensure you select the optimum mortgage plan for you.
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  • Equity Release

    Acumen can help you with all of your equity release needs.
    What is equity release
    Around 270,000 households have benefitted from equity release over the last 20 years, raising more than £12 billion in the process. Deciding on which plan is suitable for you can be complex.
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Your home may be repossessed if you do not keep up repayments on your mortgage. Buy to Let mortgages are not regulated by the Financial Services Authority. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate we will charge a fee of up to £295 for arranging your mortgage.

Registered as a Limited Company in England & Wales No 05706682. Registered Office: 45 Kensington Road, Southport, Merseyside PR9 0RT