Financial Adviser Swansea

Call: 01792 771771

• Wills
• Loans
• Protection
• Investments & Pensions
• Residential Mortgages

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Acumen Independent Financial Advisers is the perfect place to locate your local Financial Adviser Swansea. We handle many areas of financial services and our clients say that the financial planning advice they receive is presented in an easy to understand, accurate and detailed manner.

Many of our clients come from recommendation and word of mouth as well as Acumen Independent Financial Advisers having high rates of repeat business and customer retention. We feel that this is a great example of our business policy and customer focused service actually working.

We have a dedicated website with many items of information designed to help people looking for our services. You can see educational tools, use interactive mediums and read about financial information all selected for people in your position. Along with daily updates and financial news from around the world, we also have newsletters that will help you with future financial planning.

Due to the fact that we are independent our advisers only have one goal when advising clients on their financial futures. We want to get to know you, understand your unique financial circumstances and recommend products that will help you make the most of your hard earned money.

To find out more please give our team a call and arrange your no obligation, free initial consultation with your local Financial Adviser Swansea. We look forward to hearing from you and will arrange a time that suits you and fits around your schedule.

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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration Acumen Independent Financial Advisers will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information