At Acumen, we are fiercely independent. Not just in the conventional sense that we aren’t tied to any single investment house (although we are proud of this fact), but we are also independent thinkers. We dare to do things differently if it means it will give our clients the best possible experience and outcomes. Here are five examples of how Acumen is a local independent financial adviser you can trust.
Choosing an Independent Financial Adviser
When choosing an Independent Financial Adviser, how do you know if they are truly independent? Well, here are five ways Acumen Financial Partnership can demonstrate our credentials.
1. Impartial Investments
Some financial advisers entrust their clients’ investments to either a single investment house or will try to manage them in-house at the same time as overseeing their financial planning. At Acumen, we aren’t tied to any investment houses. We match our clients to a suitable team that we feel is most likely to achieve the goals and ambitions of our client. Outsourcing to investment specialists means you gain peace of mind that your investments are being handled by a team that has the necessary resources and knowledge to grow your portfolio with zero bias and lower risk.
2. Unbiased Advisers
If and when you require a recommended independent financial adviser, you will find us on the Unbiased.co.uk website. Every adviser listed there is scrupulously vetted to ensure that they are qualified, regulated by the FCA and independent of product providers. Acumen ticks all of those boxes, which is why we felt there was a synergy for us to list on Unbiased. It is incredibly easy to use and you can compare our products and services to other local financial advisers. We understand that aligning yourself with a financial adviser is a major decision and we’re highly adept at helping with those! We are also listed as one of the UK’s top IFAs on the VouchedFor website where you can look at clients’ reviews of our services.
3. Joined-up Services
Acumen’s commitment to add value to everything we do means that we still retain many of the
extra services that were so integral to the role of erstwhile ‘life and pensions brokers’. As such, we provide an array of third-party services to assist and enhance your whole life financial journey. In other words, we don’t try to do wills, Lasting Power of Attorneys (LPAs) or tax returns in-house. Rather,we work closely with reputable specialists who do and can introduce you to them. We don’t take any commissions or fees for these referrals, it’s all part of our ‘value added’ service.
4. Transparent Pricing
At Acumen, we are 100% upfront about our fee structure. We strive to deliver first-class financial planning that represents real value for money. We operate a clear and transparent fee-based structure so as to give you the best possible financial advice at a fair and consistent price. There are no ‘nasty surprises’ regarding fees; just absolute clarity and transparency with a fee agreed in writing with you before you are committed. Your dedicated, local Independent Financial Adviser is available to offer their guidance whenever you need it at no extra cost to you.
5. Client Centred
All of the previous points underline our client-centred approach here at Acumen. We like to think that we are different in our approach. We put you, our clients, first. That means giving you unlimited access to your dedicated adviser, who takes the time to understand your needs and will never try to bamboozle you with jargon. Integrity is at the heart of everything we do. It has to be, because the best financial advice is delivered and received in a climate of trust. Your prosperity is our priority.
If you are in the process of choosing an independent financial adviser, then feel free to contact Acumen today to find out more about our high-quality products and services. Call 0151 520 4353 or email [email protected] for more details.