Leading independent financial advisers in Lancashire
Trust, Relationships & Understanding.
These are the core principles that underpin everything we do at Acumen Financial Partnership.
Contact us today for plain English financial advice from independent financial advisers who are invested in you.
How we work
Getting to know you
We will get to know you, to find out your aspirations, so we can truly understand where we can add value to your finances.
Strategy and Implementation
We carry out in-depth research into your areas of interest, formulate a strategic financial plan for you and then put those plans into action.
Improvement and Monitoring
We constantly monitor and adjust our strategies and services, to ensure that your finances have the best chance of sustained growth and success.
Trust, Relationships & Understanding
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 a difference for you, your family, your business and your future.
Financial Planning
We offer a comprehensive and holistic range of personal financial planning services that are designed to help you achieve your financial goals.
Our financial advisers provide advice about everything from pensions to investments and wealth management.
Whatever your circumstances, we can help make your money work harder for you.
Financial Services
At Acumen, we go the extra mile to ensure all bases are covered when it comes to managing your finances.
So as well as our financial planning solutions, we also provide market-leading financial advisory services.
Our investment platforms are geared towards helping you to maximise your returns.
We’ll help you to grow your investment
With more than 170 years’ of combined experience as independent financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you.
Meet the Team
The Acumen team shares a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters. With more than 170 years of combined experience, the team at Acumen Financial Partnership works tirelessly to help you to secure your financial goals.
What people are saying
At Acumen, we value the opinions of all our clients. Read what some of our satisfied customers had to say about our high-quality services on our testimonials page or check out some of the things our clients have been saying about us on VouchedFor.
Get In Touch
If you would like to talk to us about a financial matter, please fill in the form below and we will call you back within the same working day.
Latest News
Keep up to date with the latest news and events at Acumen and within the wider financial sector. You can find all our latest news articles here.
Looking Ahead to the Autumn Budget
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Lancashire financial planning that's reassuringly straight-talking
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How to Choose a Financial Adviser in 2024
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How to Create a Financial Plan
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Retirement Saving Strategies Based on Your Age
Do you dream of a comfortable retirement, free from financial worries? Whether your aim is to travel....
Retirement planning strategies for 2024
Many Britons are taking a DIY approach to retirement planning. While taking control of your future i....Would you recommend Acumen?
Find out what our clients have to say about Acumen’s services. Click here for more video testimonials.
Our Partners – WRAP Providers
All of your investments in one place! We offer a number of WRAP providers to choose from to help you find the right solutions for you.
