Inheritance Tax & Estate Planning Seminar
After the success of last year’s event, we are delighted to invite you to our Inheritance Tax / Estate Planning Seminar. We have secured the top North West industry speakers, for what is promised to be an informative event. Monday 13th March – 2pm – 4:45pm Our aim is to provide you with all the information […] The post Inheritance Tax & Estate Planning Seminar appeared first on Acumen Financial.
A Guide to Financial Planning in 2017
For most, the start of the New Year brings resolutions and a common promise for many is to achieve a newfound era of good financial planning. Whether this involves saving money or planning for retirement, Acumen Financial offers a guide to financial planning, helping you to keep your resolution well beyond 2017. Importance of financial […] The post A Guide to Financial Planning in 2017 appeared fi...
Acumen introduces financial planning executive Jo Wilden
Here, Acumen Financial introduces our latest recruit, Jo Wilden. A financial planning executive with more than 20 years’ experience in the field, we are delighted to welcome Jo to the Acumen family. Journey through the financial industry Jo began her financial career 20 years ago when she joined local Southport firm, ADA Independent Financial Advisers. […] The post Acumen introduces financial plan...
Acumen’s 5 Economic Predictions for 2017
Undeniably, 2016 shocked the world. From Britain choosing to leave the EU and America voting Trump as their next leader, 2017 is bound to feel the aftershock. Following the huge financial changes of the preceding year, Acumen Financial has decided to round up our top 5 economic predictions for 2017. UK economic predictions 2017 According […] The post Acumen’s 5 Economic Predictions for 2017 appear...