Drawing on more than 180 years of collective adviser experience, the team specialises in personal financial planning across pensions, retirement, investments, inheritance tax and estate planning, equity release and life cover — translating complex financial decisions into plain- English advice.

With over £420m of client funds under management and a reputation for long-term relationships built on trust, Acumen has become a trusted name in the region for households planning across generations.

Continued investment in advisers, technology and client service is fuelling the firm’s growth, both organically and through carefully chosen partnerships — bringing together like-minded firms to build a multi-disciplinary financial advice business of scale across the North West.