Financial Planning Lancashire | Investment & Mortgage Deals

Financial advice made in Lancashire

If you’re looking for investment advice and financial planning services in Lancashire, you’ll be keen to track down a trusted and professional service, which comes highly recommended. Acumen Financial Services are based in the heart of West Lancashire, with more than 25 years’ experience of financial services; including investments, pension planning, and mortgage advice.

The team adopts a personal approach to building your financial plan, with a focus on enhancing the financial wellbeing and life experience of each client. In fact – we respect our clients to such a degree, that we instil traditional ‘family values’ in our work.

Best mortgage deals in Lancashire

Are you looking to buy your first home? Maybe you’d like to downsize in preparation for retirement, or perhaps you’re looking to buy a bigger home for your growing family? Whatever your circumstances, a recommended mortgage advisor in your area is key to your financial plan.

Acumen mortgage advisors will find the best mortgage deals for you in Lancashire. There are many different mortgage types on the market, and the choice between tracker mortgages, interest only mortgages and fixed rate mortgages can be daunting. But an experienced financial consultant will be able to cut through the noise.

We offer tailored solutions to financial planning. We recognise that everyone is different and that we all have different needs. When buying a home, whether for the first or hundredth time, we ensure to protect your mortgage deal against all unpredictable events.

So, you’re always prepared, whatever life throws at you.

Finding an investment consultant in Lancashire

Deciding when and where to invest your money, and how much to invest at any one time, is not a decision to be taken lightly. At Acumen, we understand that your financial assets are important, and take the time to offer professional advice aligned with your overall financial plan.

One thing to really take into consideration when taking investment advice, is to factor in the ‘risk’ element of your financial planning. Every decision made will involve a risk, and it is important to determine this at the start of any planning strategy.

That way, you will be in the best position possible to make your investment decisions run as smoothly as possible.

Book a personal financial advisor

Our financial planning offices are based in West Lancashire. We offer a relaxed and informal environment where you can discuss your financial plans openly and with confidence. Many of our clients are loyal to us for years. Some join us to ask mortgage advice when buying their first home, and then stay with us through to building a pension scheme.

Building relationships with the people we work with is key to our business. We enjoy getting to the heart of each individual’s financial goals, and building a financial plan to suit each different case.

If you’re looking for financial advice around investments, mortgages, pensions or life insurance, contact our offices today to arrange an initial chat. We also offer services around retirement planning, equity release and Lasting Powers of Attorney.

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