Independent Financial Advisers in Crosby
Whether you’re approaching retirement, looking to grow your savings, reviewing your pension or protecting your family, our advisers are here to guide you with confidence.
We’ve been providing trusted financial advice to individuals, families and businesses across Lancashire for over two decades. Whether you’re approaching retirement, planning investments, or simply want clarity about your finances, our independent advisers will help you make confident and well-informed decisions.
Why Choose Acumen as Your Crosby Financial Adviser?
Financial planning isn’t just about numbers – it’s about trust, relationships and ongoing support.
Our advisers work closely with clients in Crosby, Waterloo, Hightown and Formby, offering face-to-face meetings at our offices, in your home, or wherever is most convenient.
As FCA-regulated independent advisers, we are not tied to any provider. This means our recommendations are unbiased, impartial and always in your best interests. We search the whole of the market to find the most suitable solutions for you.
We also believe in clear communication. Financial matters can sometimes feel complex, but we take the time to explain everything in straightforward, jargon-free language, so you always feel informed and in control.
Get To Know Our Financial Advisers
Our advisers combine many years of experience with a genuine passion for helping clients achieve financial peace of mind. We take the time to listen, understand your goals, and create strategies that work for you and your family.
Our advisers combine many years of experience with a genuine passion for helping clients in Crosby. You’ll find a mix of local knowledge, specialist expertise and a friendly, down-to-earth approach.
- Angela Maher (Managing Director) – Angela has been leading Acumen since the very beginning. Based locally, she’s passionate about building lasting client relationships and ensuring advice is always clear, personal and easy to act on.
- Jon Landy (Director & IFA) – Jon specialises in pensions and retirement planning, with a particular focus on helping company directors. He’s known for taking the time to explain complex subjects in a way that feels simple and straightforward.
- Phil Jones (IFA & Mortgage Adviser) – Living in Formby, Phil advises on investments, protection and mortgages. Clients value his approachable style and his ability to give clear, practical advice that supports their financial journey.
- Alex Dunk (IFA) – Alex enjoys working closely with clients to understand their goals and create tailored financial plans. He lives in Churchtown and brings a young, energetic perspective to the team.
- Daniel Frampton (Chartered Wealth Manager) – Daniel combines technical expertise with a forward-looking approach, helping clients make confident long-term financial decisions.
Together, our team blends deep experience with local accessibility – ensuring clients in Crosby and the wider Sefton area always have someone they can meet face to face and rely on for trusted advice.
Our Tailored Financial Planning Services
We offer a comprehensive range of services tailored to your financial goals:
- Retirement Planning & Pensions: Planning for retirement is one of the most important financial steps you’ll ever take. We’ll review your pension pots, explain your options clearly, and help you secure the income you need for the retirement lifestyle you want.
- Investments & Savings: From ISAs to diversified investment portfolios, we’ll guide you through the best ways to make your money work harder. Our approach balances risk and reward so that you can build long-term wealth with confidence.
- Protection & Insurance: Life can be unpredictable, but you can protect what matters most. We’ll help you put in place the right life cover, income protection or critical illness insurance so your family is financially secure if the unexpected happens.
- Inheritance & Estate Planning: Passing on your wealth requires careful planning. We’ll work with you to minimise tax liabilities and ensure your assets are transferred smoothly to the next generation.
- General Financial Planning: If you’re unsure where to start, our holistic approach brings everything together. We’ll create a tailored strategy covering savings, investments, protection and retirement so that your financial journey is always moving in the right direction.
Ready to Take the Next Step?
At Acumen, we keep financial planning simple, clear and focused on your needs. Our process is designed to make you feel comfortable every step of the way:
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Initial Meeting – Free Consultation: We start with a no-obligation meeting, often face-to-face in our office or the Lancashire area. This is your chance to share your goals and ask any questions.
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Tailored Financial Plan: Once we understand your circumstances, we create a personalised strategy covering pensions, investments, protection, mortgages or estate planning – whatever matters most to you.
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Implementation & Ongoing Support: We don’t just hand over a plan and leave you to it. Our advisers put recommendations into action, keep in touch, and schedule reviews to ensure your finances adapt as your life changes.
This simple three-step process means you always know where you stand, and you’re supported by a local, approachable adviser who understands your needs.
If you’re looking for a financial adviser in Crosby, Acumen Financial Partnership is here to help. With trusted, independent advice and a friendly, approachable team, we’ll give you the confidence to plan your financial future.
📞 Call us today on 0151 520 4353
✅ Or book your free consultation online