Financial Adviser SwanseaServices We Offer
Financial Adviser Swansea & Surrounding Areas
Services we offer:
● Pension Planning
● Wealth Management
● Life Assurance
As independent financial advisers in Swansea we are able to provide personalised advice on many different areas from investments to pensions.
Acumen Independent Financial Advisers provide a friendly professional service to their existing and new clients on all financial matters including Mortgages, Investments, Pensions, Protection and Estate Planning including Inheritance Tax Planning.
The advisers have a wealth of experience and are able to arrange a convenient appointment either at your home or our offices either in the day or evening.
The initial consultation is offered FREE.
Get In Touch!
Please call 01792 771771 for more information on the services we offer.
Alternatively please fill in your details below and we will get back to you as soon as we can.
Financial Adviser Swansea – Acumen Independent Financial Advisers
We look forward to dealing with your enquiry and thank you for visiting Acumen Independent Financial Advisers.
Some financial advisers do give advice on products that are not regulated by the Financial Conduct Authority – such as general taxation, commercial mortgages and some Buy-to-Let mortgages. Your financial adviser will explain to you as and when you are receiving advice on an unregulated product. It is very important you are happy with the financial advice you are receiving as you may not have the added protection of the FOS or FSCS when dealing with some unregulated products.