With the advent of a new year, you may be among the many people resolving to find yourself a trusted Independent Financial Adviser to help steer your financial planning in 2015. Find out why Acumen could be your best ally.
Acumen for financial planning
Acumen was formed in 2006 with the clear goal of raising the standards of financial services. We have also strived to give clients clear, straightforward financial advice and the confidence that they have the right people on their side.
We know that the best financial advice doesn’t just focus on money. We’ve spent time carefully honing the way we advise our clients, what services we offer and how we create a practical and successful financial strategy for experienced investors or absolute beginners alike.
We recognise the importance of a long term relationship, built on trust and mutual understanding. By spending time with you, asking the right questions and listening carefully to everything you tell us, we can make the biggest difference for you, your family, your business and your future.
We believe that it’s important for us 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. To help your decision process we canvassed some of our clients to find out what they thought of our service.
What our clients said
Sarah, a West Yorkshire barrister, invests her trust – as well as her assets – in the safe hands of her proactive Acumen advisers.
“Quite simply Angela and her team provide a service I can fully trust,” she said. They provide ongoing advice that continues to provide real financial rewards and have done over many years.
She added: “They even go that extra mile on top of their normal service, including recently using their network of contacts to provide us with a considerable saving on a major purchase!”
Freelance Writer, Sarah, from Lancashire, cites outstanding communications as one of the major plus points of working with Acumen.
“Angela gives comprehensive, yet easy to understand, financial advice,” she said. “She is incredibly organised, professional and friendly.”
“Angela takes the time to listen and understand what my specific financial planning needs are,” Sarah added. “I trust her and her whole team absolutely to manage my financial affairs with confidentiality and complete confidence. Nothing is ever too much trouble. The service I receive is first class.”
Finally, Merseyside based Chartered Accountant, Caroline, told us that she appreciates the personal touch that she receives in all her dealings with Acumen. She said:
“Angela takes the time to really understand her clients and their needs. She has always given me sound, commercial advice and communicated with me in a timely and appropriate manner. I would not hesitate to recommend her!”