INVESTMENTS

Investment advice by professionals in Swansea

Looking to make an investment? Contact Acumen Independent Financial Planning with your queries. We offer investment and wealth management advice for clients throughout South Wales. 

"Save money the right way"

At Acumen Independent Financial Planning, we have a team of financial consultants who are very good at their job. We provide expert investment advice to help you save money. With years of experience in the financial industry, we can help clients plan for weddings, university fees, retirement savings and more. Talk to a member of our team for more information.
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Impartial investment advice

Manage your investments wisely with Acumen Independent Financial Planning. Our advisers will work closely with you to come with up a viable investment plan by considering the risks involved, the taxability of your financial assets and other factors.

With our dedication and hard work, we have built up an excellent reputation with our clients for delivering outstanding customer service. Transparency and integrity are our key hallmarks, and we always seek to provide you with a service that not only meets, but also exceeds your expectations. For more details, contact our team.

Reasons to choose our financial firm:

  • We have over 25 years of experience in the financial sector
  • We are Financial Conduct Authority approved and regulated
  • Tailored financial advice offered
  • Home visits arranged, on request
  • Free initial consultation offered
  • Extensive coverage of Swansea and the surrounding areas of South Wales
Need advice on personal protection? Talk to a member of our friendly team.
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Get in touch with us

For personalised wealth management advice in Swansea, and throughout South Wales, call Acumen Independent Financial Planning on 
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