Acumen Financial Partnership Ltd

Financial Advisers (Independent) in Liverpool

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185 Liverpool Road South
Liverpool
Merseyside
L31 8AA

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Contact Numbers


Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed


Key Services

financial planning, investment advice, retirement planning



About

Acumen Financial Partnership Ltd

Financial planning across a broad spectrum of services from buying a home, protecting family from the financial consequences of death or ill health of a breadwinner, planning a secure and happy retirement, passing wealth down the generations, educational fees planning, making the best use of tax planning and identifying and achieving what each client wants from their investments.

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Products and Services

We offer these services

  • Wheelchair access
  • Free Parking
  • website
  • Free Quotes
  • Late Opening

We offer these payment methods

  • Cheque
  • Bank Transfer
  • Standing Order

Testimonials

When first employed we had positions which guaranteed pensions on retirement. Due to a change in circumstances this was not be the case for the rest of our working lives. Forward personal financial planning therefore became essential. We were fortunate to have met Angela Maher who advised us on the way forward and since launching Acumen over the years her company has provided us with robust financial advice in a friendly and professional manner. As a consequence of this we are able to enjoy our retirement to the full. Our children now look to Acumen for financial advice and we continue to recommend unreservedly their services to friends and family. D & M B (two grateful clients, Cheshire)

Acumen Financial Partnership Ltd


My dealings with Angela Maher go back to the days when she was a consultant as David Roberts & Partners. Since then Angela has continued to give me excellent financial advice in layman's terms tailored for my requirements in the constantly changing financial climate. My investments continue to flourish under Angela's guidance. Retired Civil Servant, Birkdale.

Acumen Financial Partnership Ltd


Testimonials are added by the business owner and are not independently verified.

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