Penwortham Financial Advisers

Acumen is one of the most well-established financial advisers in the North West of England. Our dedicated team of professional advisers provide independent financial advice across Lancashire, including in Penwortham. Every member of our team takes pride in delivering exceptional service to individuals and businesses in Penwortham, Preston and beyond.

Acumen’s financial advisers take the time to get to know you, your financial goals and hurdles to deliver tailor-made financial planning that truly meets your individual needs. Trust and confidence are two vital components of financial planning, which is why we go the extra mile to build lasting relationships that you can rely on.

Financial advisers in Penwortham

At Acumen, our highly skilled and experienced team includes seven financial advisers, each of whom offer exemplary advisory services. Whether you require a financial adviser in Penwortham with specialist knowledge of pensions, investments or equity release, we have the relevant in-house expertise to advise you. Few other financial advisers in Penwortham can match our 120 years of collective experience or client-centric approach to advice.

Wealth management Penwortham

Wealth management is a complex and multi-faceted area of financial planning. At Acumen, we strive to provide a holistic approach that accounts for the many interconnected variables that determine your current financial situation. Our multi-disciplinary team work together to provide truly joined-up, bespoke strategies to help you achieve your financial goals.

Here are just some of the topics our Penwortham wealth management advisory services can cover:

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

Retirement planning Penwortham

Retirement planning is fundamental to ensuring you enjoy a long and comfortable retirement. Our financial advisers in Penwortham combine many years of industry experience and expertise to provide you with the very best financial advice to help you to make the most of your retirement.

Acumen offers comprehensive advice for retirement planning in Penwortham, including the following:

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

Acumen provides expert pension advice in Penwortham to help you to maximise your pension pot and income in retirement. Pensions are undoubtedly complicated, which is why we adopt a plain English approach to make them as simple as they should be.

Our straightforward advice will help you to make the best choice for you and your family.

Contact Acumen

For more information about financial advice in Penwortham and the wider Preston area, please contact Acumen Financial Partnership today on 0151 520 4353 or email info@acumenfinancial.co.uk.