Acumen Financial Partnership Limited
Initial consultation free
Independent
Private and business financial planning with our clients at the heart of everything - managing money with thought and care.
We can advise you on
Clients
helped
79helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Phil Jones Dip CII Cert CII MP
Independent Financial Adviser and Mortgage Adviser
MRS Celia Evans BA (Hons) DipPFS
Independent Financial Adviser
Jenny Jones DipPFS
Independent Financial Adviser
MR Alex Dunk BA (Hons) DipPFS
Independent Financial Adviser
What our clients say
r
Ray
I transferred my pension pot from the pru to Acumen. With Phil Jones controlling my investments my SIPP portfolio are performing well. I am more than happy with the service I receive.
a
Allan
Searching for a local Financial adviser I looked at Acumen Financial Partnership. The main problem was, through poor past experience I had totally lost trust in anyone involved with finances....
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K. French
I would confidently recommend Acumen Financial as a professional and expert partner to anyone looking to make important decisions in the complex realm of Pensions investments.
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George
I became Client of Acumen Financial Partnership 6 years ago on the recommendation of a friend and colleague. From the first day of meeting Angela Maher I have appreciated the user friendly...
cm
C Martin
I have been a client of Acumen Financial Services for the past 5 years. My personal financial advisor is Mr Phil Jones. I have always found Phil to be very friendly and approachable. I usually meet...
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Barry Gibson
As a long standing client of Acumen over many years, I have always appreciated the analysis and advice they have given me, delivered in such a way that even difficult topics for a layman are made...
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