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Ready, Set, Retire

Ready, Set, Retire

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Independent financial planning

Independent financial planning tailored to clients throughout their financial journey.

Happy Client

Happy Client

“Acumen Financial Planning have always provided us with sound advice on how we should invest, build our pensions and draw-down the income we require.

The advice has always been provided in a friendly, assured way, that gives us confidence.”
Effectively support
We strive to effectively support you in reviewing your finances to achieve your goals, providing a clear view of your financial future.
Happy Client - pensions
Happy Client
“Acumen Financial Planning guided us through the period of our retirements into stable income to supplement our state pensions.

We are not at all knowledgeable about the financial markets, so his advice has been invaluable.”
Simple Process
We’re here to help make the process simple
– providing you with peace of mind.

CISI Accredited Firm of the Year 2024 Winners

We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday 15th October.

Services

At Acumen Financial Planning we offer services from Savings, Investments, Retirement Planning, Pension Transfers to Estate planning. Employee Benefits.
We will also look after your loved ones with our Family Wealth and Next Generation Financial Planning.

Savings and Investments Service
SAVINGS & INVESTMENTS

Whether starting fresh or optimising your portfolio, our savings and
investment advice will help you reach your financial goals.

Independent Financial Planning Pensions & Retirement Planning
PENSIONS & RETIREMENT PLANNING

With experience across all pension types, our planning experts guide
you through various options and set you up for a happy retirement.  

TAX PLANNING

From wills to trusts to charitable contributions, we advise on an
array of tax-mitigation strategies to safeguard your assets.

ESTATE PLANNING

Offering expert inheritance tax advice, we will help you provide
tax-efficient financial security for your loved ones.

View All Our Services

Upcoming Events

Not finding what you’re looking for?

Why not speak to one of our helpful financial planners.

Booking a meeting is straight-forward and always in confidence. Our teams are available between the hours of 8.30am and 5pm from Monday – Thursday and 8.30am and 2pm on a Friday.

Careers at Acumen

Interested in being part of our award-winning team?
Discover what being part of the team involves and our comprehensive benefits.

Types of Roles within the Team

Planners

Business Support

Paraplanners

Client Support

Administrators

View our Current Vacancies
Careers - Acumen Financial Planning Administration Team

Latest Videos

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