We understand that finding a financial adviser you can trust to advise you on all your financial decisions can be a difficult task. If you’ve been wondering how to find a good financial planner, then Acumen has compiled 10 reasons why we think you’ll love our services in particular.
1. We can help you look after the people that matter to you most
We can make sure you make the most of your finances, so that you can look after the people that matter to you most. Whether you need pension advice, help with retirement planning or advice regarding your current or potential investments – Acumen is on hand to offer comprehensive advice and guidance. Have you considered investing for your children? We can take you through the many options available to you.
2. We take pride in building relationships based on trust
Based in Burscough, our team is built up of local financial experts. Our Independent Financial Advisers (IFAs) will always take the time to get to know you and your current financial situation, listening to your individual needs, to help formulate effective strategies. Our promise to you is to always offer unbiased, fair and appropriate financial advice, always in the best interests of you and your family.
3. We have more than 120 years of combined experience
That’s a lot of years of industry knowledge and experience of helping people to realise their financial goals and aspirations. We are a well-established business that has been prioritising the needs of our clients and delivering first-class customer service, for decades. Many of our clients have stuck with us for years. Why? Because we have been there through many of their life-changing decisions, helping to steer them accordingly. Our clients trust us, which is invaluable to us.
4. We are completely VouchedFor financial advisers
Struggling to find a financial adviser you can trust? Well, our Managing Director, Angela, is a VouchedFor IFA. This means that Angela was put through rigorous testing to prove her capability and excellence as a financial adviser. Angela’s high standards of financial advice cascades throughout the entire Acumen team. So, you benefit from the very best advice, giving you complete peace of mind that you’re in safe hands at all times.
5. We provide financial advice that’s tailored around you
During your introductory meeting with us, we aim to learn as much about you, your goals, concerns and current financial situation as possible and to help frame suitable objectives and strategies for you moving forward. As such, we tailor our financial services around you. No two clients are the same, which means a one-size-fits-all approach simply isn’t feasible or practical in our eyes. Our financial services and strategies are as individual as you and your financial aspirations.
6. We adapt our financial advice to your changing circumstances
After many years in the financial services industry, we understand that people’s circumstances are in a constant state of flux. As your priorities change, so do your financial goals. We get it. Which is why our tailored advice will always adapt to your evolving financial circumstances. As we take this journey with you, our IFAs will always be on hand to help guide those life-altering decisions that sooner or later every one of us will face.
7. We keep our financial advice simple and understandable
One of our core beliefs is that the complicated world of finance needn’t be a mystery to you – our clients. Quite the opposite in fact. We may be experts, but we understand that not everyone is. We can break down the technical information into plain English. No more jargon, no more acronyms. Just simple, understandable financial advice that makes perfect sense.
8. You’ll always be greeted by a familiar face at Acumen
As a relatively small (but growing!) team, we try to ensure that you will always see a financial adviser whom you know personally. We won’t push you from pillar to post. Rather, you’ll have your own dedicated IFA who knows you and your financial situation inside out and we try to make sure that there’ll be other members of the team whom you’ll get to know too – we work together to make life easier for you. With that in mind, our advisers can offer you the most suitable and effective advice for you. All of our highly experienced team members were hand-picked because their skills and expertise are of the highest quality. We think you’ll get along!
9. We’re always ready to listen to your goals and worries
Listening is key to any relationship, especially as IFAs entrusted with the financial details of someone’s life. Angela explains the ethos behind Acumen’s listening ear approach: ” Listening carefully, asking the right questions what our clients care about most, what keeps them awake and what they would love to be able to do in their lives gives us the insight into how best we can help them make the most of their future,” she says.
10. You don’t have to spend a fortune for our financial advice
As Independent Financial Advisers, our approach is unbiased and comes with absolutely no hidden costs. We are upfront with our fee structure, so there are no surprise fees – just absolute clarity and transparency. Your dedicated financial adviser is available to offer their guidance whenever you need it often at no extra cost to you. We don’t believe in charging the earth for our time. We simply want to give you the best possible financial advice at a fair and consistent price.
For more information about how you can benefit from Acumen’s services, call us today on 0151 520 4353 or email us at [email protected].