Acumen financial partnership limited
Home  |  Accessibility  |  Contact us Acumen Financial Partnership Limited,
185 Liverpool Road South, Maghull L31 8AA
T 0151 520 4353
F 0151 526 3399
 
Independent, unbiased advice Hello & welcome Photograph of a leaf in close-up
 
IFA logo
whatever your aim might be, Acumen is here to help...
 
Welcome to the Acumen Financial Partnership website. Here you can find information about the services we provide and how we will work with you, to help achieve your financial goals. Our ‘partnership’ is, first and foremost, one between adviser and client.

We firmly believe that independent, unbiased advice is the best advice and we are committed to providing this through whatever means best suit your circumstances. For example, it may involve face-to-face meetings or telephone discussions, either of which will be followed up in writing, via post or email, as you prefer.

Acumen is committed to absolute transparency when it comes to charging, and we are happy to work with you on a more traditional commission basis, or for an agreed fee. In either instance, we strive to deliver value, and there will be no financial incentive for us to recommend any one product or course of action over another.

Each of our advisers has their own particular areas of expertise which include investments, retirement planning, mortgages, protecting personal or business assets, taxation (income, inheritance, and capital gains), planning for school or university fees and the establishment of trust funds.

Ultimately, we recognise that no one person’s circumstances are identical to another and therefore, whatever your aim might be, Acumen is here to help.

Are you an employer?   Are you working for someone else?
Do you know about your new responsibilities for Employees' pensions from 2012?
Click here to find out more.
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retirement image Are your retirement plans on track?
Make sure you are planning for the retirement you always promised yourself. Contact Acumen for a personal review and make sure you are on target by emailing us on info@acumenonline.net or calling 0151 520 4353.
 

The guidance and/or advice contained within the website is subject to UK regulatory regime and is therefore primarily targeted at customers in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate we will charge a fee of up to £295 for arranging your mortgage.

 
Welcome to the clients of Lynbrook Financial Management Ltd
We are delighted that
Martin Pagett chose to hand over to Acumen on his retirement and look forward to meeting you all.
 
Our services - take control of your finances
Have a look at the range of financial services we provide and how we can help you control your finances.
 
wrap account - manage your investments online
Discover how a wrap account can pull your finances into shape.
 
 
Acumen Financial Partnership Ltd (Independent Financial Advisers) is authorised and regulated by the Financial Services Authority 450163

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Registered as a Limited Company in England & Wales No 05706682
Registered Office: Hoghton Chambers, Hoghton Street, Southport PR9 0TB