Independent Financial Adviser

For a first class service

Contact us or phone Nick Cosby on 01260 223115.

The Association of Independent Financial AdvisersPersonal Finance Society

Who We Are

Nick Cosby Senior Partner

Nick Cosby, Senior Partner.

We are registered Independent Financial Advisers based between Macclesfield and Leek.

Who do we work for?

Many of our clients run their own businesses; others are salaried but want to be sure their money is working as effectively as possible. Immediate financial protection for the family is often a key priority, whilst longer-term goals include maximising future financial returns through nvestments and pensions. Whatever your background and objectives, we’ll take you through the complex world of insurance, pensions, tax-efficiencies and investments, and find the opportunities that are best for you.

Individual attention

Our senior partner is Nick Cosby, who provides personal service to our portfolio of clients throughout Cheshire and North Staffordshire. Nick has over twenty years’ experience as a financial adviser, the last 11 as the senior partner at The Acumen Investment Partnership

Nick’s goal is to help you identify and achieve your financial objectives. When you meet, he’ll spend time with you to understand where you are and where you want to be. By combining his extensive knowledge with sophisticated computer tools, he can match clients’ personal objectives with the most appropriate products or services. 

Saving you tax

In addition, Nick uses his detailed understanding of the tax regulations to minimise your tax liabilities. Over the years, he has saved clients and their families very significant amounts of money in Inheritance Tax and Capital Gains Tax. Where your tax affairs are more complex, Nick will liaise with your accountant to agree on the best ways forward.

The practice is registered under the Data Protection Act, and operates strict confidentiality procedures in respect of clients.

To arrange your free and confidential initial consultation, email or call 01260 223115 to speak to Nick in person.

The Acumen Investment Partnership