Money Matters: Discover the Best Financial Advisers in Ormskirk

Welcome to Acumen Financial Planning, a leading financial advisory firm providing expert financial planning and investment advice to individuals and businesses. Our experienced team of Independent Financial Advisers (IFAs) offer bespoke financial planning services, including estate planning, equity release advice, investment advice, and pension planning. With a focus on providing exceptional customer service, we are committed to delivering straightforward, honest, and unbiased financial advice, ensuring our clients' financial goals are met.

As an independent financial services group, we understand that times change, and our financial planners will help you manage your wealth strategically. We can support you to increase, preserve, and pass on your wealth, providing peace of mind. Our qualified financial planning experts will work with you to consider your objectives, applying their expertise to your individual situation and requirements. From investment structuring to retirement and inheritance planning, our financial planners will help you strategically structure your financial affairs and plan ahead throughout your life.