Lancashire Financial Advisers | Wealth Management Advice

Register/Log in to your Acumen Client Portal VISIT PAGE

Would you recommend Acumen?

Find out what our clients have to say about Acumen’s services. Click here for more video testimonials.

  • 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 are given the best chance of sustained growth and success.

Slide
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 the
difference for you, your family, your business and your future.
READ MORE 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 the difference for you, your family,
your business and your future.
READ MORE
Slide
Acumen Equity Release team lancashire
It is never too late to start your financial planning We know, from over 120 years of experience, that the best financial advice does
not just focus on 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.
READ MORE It is never too late to start your financial planning We know, from over 90 years of experience, that the best
financial advice does not just focus on 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.
READ MORE
Slide
Acumen Financial Life Insurance
The very best financial team We spend time nurturing and training our team to a high standard, so you have
peace of mind that your finances are in capable hands. Do not just take our word
for it, visit our testimonials to see what our clients say about us.
READ MORE The very best financial team We spend time nurturing and training our team to
a high standard, so you have peace of mind that your finances
are in capable hands. Do not just take our word for it,
visit our testimonials to see what our clients say about us.
READ MORE
Slide
Straight talking; what see is what you get We are committed to raising the standards of financial services and giving clients clear,
straightforward financial advice. Using Acumen for your financial planning gives you the
confidence that you always have the right people, with a wealth of experience, on your
side.
READ MORE Straight talking; what see is what you get We are committed to raising the standards of financial
services and giving clients clear, straightforward
financial advice. Using Acumen for your financial
planning gives you the confidence that you always have
the right people, with a wealth of experience, on your side.
READ MORE

We’ll help you to grow your investment

With more than 120 years’ experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you.

0
Years of experience
0
People in the team
£
0
m
Clients Money

Meet Our Team

The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters.

    Talk To Us

    If you would like to talk us about a financial matter, please fill in the form below and we will call you back within the same working day.

     

    News & Thoughts

    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.

    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 here.

    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.