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The Financial Planning Journey

    financial planning

    Slide What is financial planning?
    Expert financial advice
    can make a world of
    difference to your financial
    planning, ensuring that
    your financial goals are

    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 situation.

    Our financial consultants will gather information about your financial history, your existing financial plans, your savings and borrowings and analyse this data as a team.

    Our private wealth management services can help you plan for your financial future.

    Financial planning from Acumen

    Financial planning, also known as private wealth management, is a complex task with many interconnected variables. Even though it is possible to do your own financial planning, our financial consultants can help you achieve your goals through a tailored financial planning approach.

    Our private wealth management service entails looking at the whole of your financial situation, rather than just focusing on an issue that is of immediate concern.

    Although focussed advice can be given for isolated problems, such as pension advice or an inheritance tax problem, most financial matters are interconnected.

    Taking a step back and looking at your entire financial situation as a whole allows us to help guide you and create a precise plan for the future.

    What is financial planning?

    Our financial planning helps with a broad range of financial issues, including:

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

    Why choose Acumen for your private wealth management?

    Acumen has a 17-strong team, including 7 financial advisers’ offering their financial planning advice to individuals and companies across the North West and further afield, from Portsmouth to Penrith and from Cardiff to Cambridge.

    Our highly qualified and experienced multi-disciplinary team work together to offer a thorough and tailored approach to private wealth management.

    At Acumen, we promise:

    o A tailored solution means we can give you value for money and peace of mind.
    o A transparent approach means we are trustworthy and easy to understand.
    o Over 120 years’ experience means we are knowledgeable and successful.
    o Our local connections & alliances mean we can offer a holistic & complete financial plan, calling on other specialists where we need to, much like a GP will refer a patient to a surgeon.

    For more information about Acumen’s private wealth management services, or to speak to a financial consultant, contact Acumen today. Call us on 0151 520 4353 or email us directly at [email protected].

    Key Benefits

    We tailor our financial planning advice to you and your needs. Our holistic approach means that we can help you to achieve your life goals across a range of areas. Our financial planning experts have more than 120 years’ collective experience in the industry. So, with Acumen, you gain access to that wealth of experience to help guide your planning.

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