Pilling Expert Financial Advisers

Formby Financial Advisers

Slide Pilling 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 and our talented team of advisers operate in a number of locations, including Pilling. 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 will analyse this data as a team. Acumen’s 18-strong team, including 7 financial advisers offer their financial planning advice to individuals and companies across the North West and further afield.

Expert Wealth Management advisers in Pilling

Our Pilling financial adviser, Liz Warren, has more than 30 years’ experience in all aspects of financial planning and advice. Liz’s work encompasses tax planning, investment and pension planning, as well as advice on life assurance and protection products, retirement benefits, occupational pensions, mortgages and later life advice. She is also a Pension Transfer Specialist.

Pilling Financial Planning Services

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

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

  • Investing a lump sum
  • Retirement planning & saving
  • Estate planning & saving
  • Inheritance tax
  • 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’

Pilling 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 and ensure that you will receive a regular income in retirement. Acumen advisers have over 120 years’ experience offering retirement planning advice and tailored retirement solutions. Our financial advisers can assist with:

  • 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.
  • Managing your investments, including pension lump sums in a tax-efficient way.
  • Comprehensive inheritance planning.

Pilling Pension advice

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

Contact Acumen’s Pilling Office

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