Acumen Financial Partnership
Higgin's Lane, Burscough Industrial Estate, Burscough, Ormskirk L40 8JW
About the Business
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Acumen Financial Partnership is an established finance institution that is at the forefront of providing top-quality financial services to individuals and businesses alike. Located at Swordfish Business Park, Unit 4A, Higgin's Ln, Burscough L40 8JW, United Kingdom, it is a point of interest for anyone looking to secure their financial future.
The institution is dedicated to providing personalized, practical, and innovative financial solutions to its clients. Its team of experienced and qualified financial advisors offers advice on a range of financial matters, including wealth management, retirement planning, estate planning, tax planning, and investment management. They work closely with clients to understand their unique financial needs and goals, and develop customized strategies that are tailored to help them achieve their objectives.
Acumen Financial Partnership takes a holistic approach to financial planning, which means that they look at all aspects of a client's financial situation before offering advice. They consider factors such as income, expenses, assets, liabilities, and risk tolerance to create a comprehensive financial plan that is designed to maximize each client's financial potential.
The institution is committed to providing transparent and ethical financial advice. Their advisors take the time to explain complex financial concepts in a clear and concise manner, to ensure that clients are fully informed about their financial choices. They work in the best interest of their clients at all times, striving to build long-term relationships based on trust and mutual respect.
In summary, Acumen Financial Partnership is a first-class financial institution that provides exceptional financial services to its clients. With its dedication to personalized and innovative financial planning, it is undoubtedly a point of interest for those looking to secure their financial future.
Photos
Location & Phone number
Higgin's Lane, Burscough Industrial Estate, Burscough, Ormskirk L40 8JW, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Brilliant Company to work for - lovely team with a great value driven business model."
"As a first time buyer, but not just first time buyer but also found myself navigating through a shared ownership deal as well. I found Acumen to thoroughly professional, patient and knowledgable helping me to decide on the best mortgage deal for my own personal circumstances. Kenny was attentive and patient as I grew in confidence helping and advising me through a subject I had no prior knowledge. A great service, I would recommend Acumens service."
"Really appreciated the up-to-date and expert advice from Acumen. Financial planning is now something I don't try an avoid! When I approached Acumen, I had no idea about pensions and after going through the process with Jon, I feel so much better about my choices and what my pension can deliver. Thanks to the team!"
"Angela and the team have grown steadily over the years and have continued to provide excellent service and advice. There is no pressure just pure guidance and assistance wherever needed. Very well trusted and respected, professional organisation. Highly recommended."
"Great Financial discussion, from an excellent company, which offers very clear and honest advice. Highly recommend, especially for Pensions & investments."
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