Financial Services

Financial Services

Nothing thrives on neglect, especially our financial arrangements.

How many of us would invest in a buy to let property, install the tenants and then walk away and not go back to check on it for five years? In just the same way, financial plans, ISAs, pensions, even building society savings accounts, all need attention on a regular basis.

This is why we offer a holistic service, starting with a free initial meeting to find out what you are looking for from us and to work out what your lifetime goals are. Then the real work begins, formulating our advice, discussing it with you and building a strategy to help you achieve your goals.

We make sure your financial plan is a “good fit” for you and your requirements, determining what ongoing service level is required to keep it on track. Right from the outset, we will explain all the costs upfront and outline the best payment options available, so you know exactly what to expect.

Financial Advisory Services

Acumen offers market leading financial advisory services across a number of areas, including the following:

Cash Management Service

Acumen’s cash management service is designed to maximise your return, minimise the risk and take away the hassle of managing your own cash deposits. With our cash management service, you only deal with one trusted point of contact, while our handy online hub gives you an overview of how your cash savings are performing at the click of a button.

Investment Platforms

If you would like to know more about how investment platforms can make managing your finances easier, please contact us for more information and a no-obligation review of your investments. We would remind you that the value of your investments can fall as well as rise.