As a new customer to Acumen, it is our great pleasure to welcome you to Acumen and provide you with all the facts you need to make the most of our services.
As such, we’ve developed our handy Acumen Welcome Pack to tell you more about us and all the services that we offer.
Acumen’s services and values
As a team, we share an unshakeable belief in traditional family values. We prioritise honesty, integrity, reliability, care for others and providing a consistently excellent customer service that offers real value for money.
We provide individual, bespoke financial planning advice for private and business clients who value working with a trusted adviser. We work closely with our clients to establish their financial goals and devise a clear, ongoing plan to help them to achieve them.
We pride ourselves on our ability to build excellent working relationships with our clients. This often sees us recommended to friends and family, which is something we value greatly – there is no better endorsement in our opinion.
We want all our clients to be able to sleep soundly at night, confident that their financial plans have been properly thought through and personally tailored to their aspirations and needs.
Download our new client welcome kit
Download our Welcome Pack for new clients today to find out more: