0151 353 7186
Based in Ormskirk
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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 January 2026
Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Angela has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angela has received 11 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: 08 December 2025
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
24
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 24 first impressions)
92% of users who are not yet clients had a positive first experience with Angela
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 24 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 we have also had an office in Nateby near Garstang. 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 independent financial sector for over 30 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. Our 20th anniversary in 2026 will be a real cause for celebration! Acumen advisers are genuinely determined to give the best possible advice in clear and plain English.We focus on offering real value for money, offer a wide range of investment solutions including some of the most cost effective investment portfolios available all whilst maintaining an open door policy to clients and ready 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.