About Us

MEET OUR TEAM

The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Tim Goddard, MLIBF DipFA PETR CeMAP CeRER CeLTCI CertLTCP Financial Adviser and Partner

I have been working in financial services for over 15 years and advise on pensions, investments, inheritance tax planning, mortgages, protection, equity release and long term care planning. My priority when meeting with you is to understand your needs and create a long term sustainable solution do help you achieve your financial goals. I am happy to offer advice face to face in our office, at your home or online via video calls.

Bob Marvier Financial Consultant & Principle

I have been in financial services for 33 years specialising in both corporate and personal financial planning.

I am due to become a non-advising principle at the end of 2022 at which stage I will be operating in a support role offering guidance in the overall running of the firm.

Dave Chisnall Financial Consultant & Principle

My career started in financial services over 30 years ago, working my way from office junior to practice principle. My background initially specialised in corporate advice before encompassing all aspects of personal financial planning. My aim is to build successful, long term client relationships and am happy to meet in person and online.

David King Non-Advising Principle

In 2019, after 27 years in Financial Services, I retired from direct client contact and became a Non- Advising Principle. Although retired and living in South Wales, I remain active within the Firm, running payroll and providing support and guidance in the day-to-day operation of Acumen Financial Consultants. 

Caitlin Bowles Mortgage and Protection Adviser

I have been working in the Mortgage & Protection Industry for over 22 years.  My priority is to identify the optimum product to fit your within your needs, sustainability and budget.  I look forward to meeting with you face to face in our office or online.

Tim Bowles Mortgage and Protection Adviser

I have been working in financial services for over 15 years and advise on mortgages and protection. My aim is to understand your needs and identify the most suitable and sustainable outcome for you. I am happy to meet in person at our office or online.

Amie Ansell Financial Consultant

I'm a knowledgeable financial adviser specialising in investments such as Pensions, Stocks and Shares ISAs, Collective Investment Accounts, and Bonds. I will meet with you to understand you and your personal circumstances and tailor financial strategies to fit your unique goals and circumstances, whether it's retirement planning, wealth accumulation, or tax-efficient investing.  Furthermore I partner with specialists to support you with Wills and trusts, inheritance and generational wealth planning, offering comprehensive wealth management.  

I focus on a long term relationship with my clients to manage your financial goals, our journey together doesn't end with the initial plan. I believe in regular reviews and adaptability, which is why I meet with you annually, or more frequently if desired, to ensure that our strategies remain optimized and aligned with your evolving needs and circumstances. With a focus on personalised service, integrity, and your financial well-being, I am here to work with you as your trusted adviser. I am happy to offer advice face to face in our office, at your home or online via video calls.

Will Writing & Trusts are not regulated by the Financial Conduct Authority.
Will Writing is not part of the Quilter Financial Planning offering and is offered by referral only.
Tax treatment varies according to individual circumstances and is subject to change.

Where we are

Unit 43, Basepoint Business Centre, Rivermead Drive, Swindon, SN5 7EX

    Privacy Notice

    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.