Formby Expert Financial Advisers

Formby Financial Advisers

Slide Formby Expert Financial
Acumen follows a simple
6-step model for financial
planning. To create a tailored
and transparent plan, we will
spend time getting to know
you and your financial

Acumen is a leading provider of financial advice in the North West. Our talented team of advisers operate across a number of locations, including Formby. Acumen’s 18-strong team, including 7 financial advisers, offers financial planning advice to individuals and companies across the North West and further afield. Our financial consultants will also tailor financial planning to the individual needs of each client. To do this, we spend time gathering information about your financial history, your savings and borrowings and your existing financial plans. We then analyse this data as a team to ensure the best outcome for you.

Expert Wealth Management advisers in Formby

Our Formby financial adviser, Phil Jones, has a wealth of experience in all aspects of financial planning and advice. His specialisms include retirement plans and protection products, retirement benefits, occupational pensions private banking, business and family life assurance protection, as well as later life advice and Equity Release. Phil offers expert financial advice to clients across all Formby postcodes.

Formby Financial Planning Services

Financial planning is a task with many interconnected variables. Our financial consultants can help you achieve your goals through a tailored plan, and our wealth management services in Formby ensure a detailed look across the whole of your financial situation, rather than just focusing on an issue that is of immediate concern.

Formby financial planning helps with a range of financial issues, including:

  • Dividing up pension entitlements on a divorce or separation
  • Ensuring the correct types & amounts of health & life assurance
  • Planning university & school fees
  • Planning & reducing borrowing risk
  • General financial ‘health checks’
  • Investing a lump sum
  • Retirement planning & saving
  • Estate planning & saving
  • Inheritance tax

Formby retirement planning

Retirement planning takes into account your current financial situation, including your investments and pension schemes. This allows us to look at your finances as a whole to ensure that you will receive a regular income in retirement. Our Formby financial advisers can assist with:

  • Managing your investments, including pension lump sums in a tax-efficient way
  • Comprehensive inheritance planning
  • Cash flow planning
  • Choosing the best way to provide you with the income you need
  • Finding the best provider, investment strategy and income levels for drawdown

Formby pension advice

We provide expert pension advice in Formby, ready to set you up for a long and enjoyable retirement. With so many pensions available, we understand pensions can be confusing and overwhelming. That is why we specialise in finding the right tailored pension scheme for your specific needs.

Contact Acumen

For more information about any of our high-quality products and services, please contact Acumen Financial Partnership today on 0151 520 4353 or email