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.
We firmly believe in the importance of working together with our clients to build rewarding relationships. When you meet an advisor from Acumen Financial Consultants their first priority will be to get to know you and fully understand your personal circumstances.
We pride our business on providing bespoke financial advice. We are here to protect and enhance our clients' wealth and sense of well-being by navigating them safely through the complex financial options available in the market place.
All of our advice will be well-researched and constructed on the basis of what is best for our clients and their individual circumstances. If required, we are prepared to work alongside our clients' accountants, solicitors and family members.
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.
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.
We firmly believe in the importance of working together with our clients to build rewarding relationships. When you meet an advisor from Acumen Financial Consultants their first priority will be to get to know you and fully understand your personal circumstances.
We pride our business on providing bespoke financial advice. We are here to protect and enhance our clients' wealth and sense of well-being by navigating them safely through the complex financial options available in the market place.
All of our advice will be well-researched and constructed on the basis of what is best for our clients and their individual circumstances. If required, we are prepared to work alongside our clients' accountants, solicitors and family members.
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.
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