0151 353 7186
Based in Ormskirk
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2014
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Angela has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angela has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Angela has provided information on their typical fees
Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 23 first impressions)
91% of users who are not yet clients had a positive first experience with Angela
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 23 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Angela has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angela has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Angela has provided information on their typical fees
Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 23 first impressions)
91% of users who are not yet clients had a positive first experience with Angela
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 23 first impressions)
I am the Managing Director of Acumen Financial Partnership Ltd, a firm of Independent Financial Advisers specialising in Pensions of all kinds, financial planning and investments. We work from spacious offices in Burscough and since November 2018, we have also had an office in Pilling near Blackpool. We work with clients right across the country but primarily in the North West of England and we have advisers based on the Wirral, Crosby, Formby, Southport, West Lancashire and on the Fylde coast. I have been working within the financial sector for over 25 years and established Acumen Financial Partnership Ltd in 2006 as a firm to genuinely enhance the financial well-being and life experience of its clients. Acumen advisers are genuinely determined to give the best possible advice in clear and plain English.We focus on offering real value for money, maintaining an open door policy to clients and access to a team of highly trained, committed and caring advisers. I specialise in tailor-made investments and retirement and wealth transfer plans. I am a qualified Pensions Specialist and regularly advise on Final Salary pension schemes. I do a great deal of work with professional partnerships and owner managed businesses including advising on property purchase via Small Self-Administered Schemes and Self Invested Pension Plans. Acumen Financial Partnership has expertise in a wide range of services, including: * Financial Planning * Investment Advice and Investment Planning * Life Insurance * Pension Advice and Pension Plans including Pension transfers * Retirement Advice & Planning * Succession Planning * Mortgages My aim is to fill clients with confidence that they are in really capable hands and that their financial planning is kept on the right track and it is a fundamental objective for me and my colleagues, that our involvement produces worthwhile results.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Angela's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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