An Independent Financial Adviser or IFA may not be someone you ever thought you would need to consult but money can be a complex business – particularly if you own a home, have children or have any savings, investments or, of course, a pension. If we go to get advice on other matters in our lives, like health or holidays, then surely it makes sense to get advice about money too?
Choosing a financial advisor needn’t be a minefield either. At Acumen, we pride ourselves on the independent financial advice we offer but there is more to our service than you would find with another company. Our Managing Director, Angela Maher, is a ‘VouchedFor’ IFA. This means that she has been thoroughly vetted and checked by the Financial Services Conduct Authority to ensure that she is completely ethical and professional in her advice.
How to choose an IFA
Having a VouchedFor IFA like Angela at the head of our company means that Acumen is working at the highest level to offer you, your partner and your family the financial advice you need. VouchedFor financial advisors have been through rigorous checks to make sure they can offer gold standard financial advice, whatever your requirements may be.
Angela now specialises in tailor-made investment, retirement and wealth transfer plans but she originally worked in insurance. She recently achieved 4.8 out of a possible 5 stars based on customer reviews and experiences – an accolade she is very proud of.
“There is a very high level of trust placed in a financial planner and the service we provide has parallels to the family doctor of old,” says Angela. “We are a listening ear and a practical guide, acting decisively when it is right to do so and bringing you the reassurance that you are in good hands.
“We will call in the right specialists when needed and keep in regular contact with our clients to make sure that your financial plans keep on track as the months and years go by. We respect our clients and bring what we like to think of as traditional ‘family values’ to the work we do.”
How to find a good IFA
If you don’t live in the local Lancashire area, and you want to find an IFA closer to you, then why not begin your search by going directly to the VouchedFor website? You’ll find a huge database of financial advisors to choose from, so it’s easy to find one in a more convenient location. VouchedFor financial advisors offer a range of specialisms and you can search by location or by name.
This means that if a financial adviser has been recommended to you, then you can quickly go online and check their credentials and read what other people have said about them. VouchedFor guarantees that they verify the identity of all reviewers and no review is ever taken down – good or bad – so you’ll always get to see the whole picture of the person and their service history. VouchedFor only ever list professionals who are authorised by the appropriate governing body and who pass the extensive checks.
At Acumen, our financial service advisers are thoroughly checked and VouchedFor – quite literally – so why not contact us today to find out how we can guide you towards making the most informed financial decisions possible.
We aim to:
- Give the best possible advice in clear, plain English
- Offer real value for money
- Maintain an open-door policy with access to a team of highly trained committed and caring advisors.