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Your trusted financial planners in Swansea

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"Financial planning experts at your assistance"

Planning for a secure and protected financial future is very important. At Acumen Independent Financial Planning, we have over two decades of experience in financial planning, and can give you tailored solutions. Whether you are looking to make an investment or have queries on remortgaging your property, we can help. We offer our services to clients in Swansea, and the surrounding areas of South Wales.

Plan for a better future

Without the right kind of advice and support, it will be difficult to prepare for a secure financial future. As qualified and independent financial planners, our objective is to offer a tailored service that helps you become aware of new and exciting investment opportunities. Depending on your needs, we can recommend a suitable option that allows you to safeguard your future and wealth at the same time. To find out more, talk to a member of our team today.
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Meet the team

Acumen Independent Financial Planning has been a part of the financial industry for more than 25 years, making us ideally suited to help you with your finances. Whether you need mortgage advice, or help planning your retirement, you are sure to benefit from our expertise in the field.
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