WELCOME TO Acumen Financial Consultants LLP
Financial advice firm located in Swindon
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
The easiest way to contact us is to reach out to one of our representatives. Please visit our team page for more details.
ABOUT
Who we are and what we do
Based in Swindon we offer a full financial planning service specialising in Pension and Investment advice as well as Inheritance Tax Planning, Mortgage, Equity Release and Protection advice.
We are local, friendly and offer face to face advice in your home, at your work or at our office in Swindon.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Wealth Management
Your financial situation is unique and so are our services. We follow a four step process to build a relationship and provide...
view more Savings and Investments
Often, people save for a specific reason and it's usually the safest way to build up a pot of money...
view more Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
view more
Our plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
WANT TO MAKE THE MOST OF YOUR WEALTH?
Contact us now to speak to one of our Financial Advisers
Don't miss this opportunity!
Where we are
Unit 43, Basepoint Business Centre, Rivermead Drive, Swindon, SN5 7EX
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Acumen Financial Consultants LLP is an Appointed Representative of Quilter Financial Planning Solutions Limited. Quilter Financial Planning Solutions Limited is authorised and regulated by the Financial Conduct Authority in the UK with Financial Services Register number 184591.
Acumen Financial Consultants LLP is registered in England and Wales, No: OC425002. Registered Address: Yelverton House, St John Street, Whitland, Carmarthenshire, Wales, SA34 0AW.
Approver Quilter Financial Planning Solutions Limited 15/07/2024.
