Introducing Tom and Kate

Introducing Tom and Kate

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The team at Acumen would like to introduce you to the two newest members of our Acumen family: Tom and Kate. Tom, a hardworking father, helps us understand the endless rewards for intelligent investing and careful financial planning for the sake of his daughter Kate’s future. Watch our new video below to find out more about Tom and Kate’s story.

Invest in your family’s future with Acumen

As a parent, one of your biggest worries in life is making sure your family are always looked after. At Acumen, we aim to give you that reassurance, by helping you to plan your investments with your family’s future in mind. Speak to one of our expert investment advisers, who will work with you to establish your goals and suggest strategic investments that will help you achieve your aims.

Our investment managers can tailor your investments to suit your needs and will clearly break down any risks associated with any potential investments. Would you like to leave a legacy for your children, like Tom did? Invest in your family’s future to ensure they’re looked after, even when you’re no longer there.

The importance of pension planning

Your pension is your safety net for the future. Don’t leave your most important investment in the hands of someone else. Make sure you know exactly what your current pension plan entails and, if you aren’t happy, make the necessary changes.

This is where Acumen can help. We understand the ins and outs of the complex realm of pensions. As such, we can help you to find the most appropriate pension provisions for you, in order to give you the security you need throughout your retirement.

Enjoy your retirement

Why is retirement planning so important? Well, for you to fully relax in the knowledge that your finances are all in order, retirement planning is essential. A well-planned retirement is generally the culmination of strategic investments and great pension planning.

We can help you to enjoy your retirement with the full confidence that your investments are continuing to grow, ready for you to pass on that legacy to your family.

Family financial planning with Acumen

Well-structured financial planning ensures that, throughout your lifetime, you reap the fruits of your labour. However, we can help to ensure that you continue to benefit once you stop working. At Acumen, we can provide family financial planning, focussing on planning your future with your family’s best interests in mind.

Investing for the future now can protect your family for years to come.

So, why not follow in Tom’s footsteps and invest in your family’s future? Through Tom’s careful planning and saving, Kate was left with a strong foundation on which to continue building. Grow your legacy for the ones you love with financial planning at Acumen.

Contact our team today to arrange an introductory meeting with one of our independent financial advisers to discuss how family-focused financial planning could help your future.

Call 0151 520 4353 or email to start your financial journey with us today.

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