Southport Financial Advisers

Acumen is one of the North West of England’s leading financial advisers. Our team of professional advisers provide independent financial advice across the region, including in Southport. Acumen’s 18-strong team delivers exceptional financial planning and advice to individuals and businesses based in Southport, Sefton and beyond.

Our financial advisers provide bespoke financial planning that is tailored to your individual needs. We invest the time to nurture a strong relationship with you, getting to know your goals and challenges, in order to build the trust that is vital to offering comprehensive financial advisory services.

Independent financial adviser in Southport

Our Southport financial adviser, Jon Landy, has a wealth of experience in all aspects of financial planning and advice. Jon’s specialisms include investments, pensions and protection. Jon strives to provide quality advice in a clear and straightforward manner, and is a specialist in complex pension planning for company directors. Jon is a leading independent financial adviser in Southport and the surrounding area.

Financial planning in Southport

At Acumen, we understand that most financial matters are interconnected. Our wealth management services in Southport focus on your financial situation as a whole, rather than issues that are of immediate concern, to help you achieve your financial goals. Our multi-disciplinary team works together to offer a holistic approach to private wealth management.

Our Southport financial planning can help with a range of financial issues, including:

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

Southport retirement planning

Retirement planning is essential to ensuring you receive a comfortable income once you stop working. Our financial advisers in Southport offer in-depth retirement planning advice to help you reap the rewards later in life. Acumen employs extensive experience and expertise to provide you with the best retirement plan for you.

We offer comprehensive financial advice in Southport that covers:

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

Southport pension advice

We provide expert pension advice in Southport to help prepare you for a long and enjoyable retirement. At Acumen, we pride ourselves on making pensions understandable. We provide straightforward advice to help you make the best choice for you and your unique circumstances.

Contact Acumen

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