Accumulus Consulting is a firm of qualified and experienced Independent Financial Advisers, providing bespoke financial planning and wealth management to individuals and companies across the South East of England. Using our exploration and discovery process, we will help you understand your priorities and create a financial plan tailored around you, your partner, children or company.
Our aim is to give you peace of mind, security and a sense of direction. We accomplish this by selecting the most appropriate solutions to achieve your goals, whether investments, insurance, mortgages or commercial finance. Then we continue to review and modify your arrangements as life changes.
Our aim is to give you peace of mind, security and a sense of direction. We accomplish this by selecting the most appropriate solutions to achieve your goals, whether investments, insurance, mortgages or commercial finance. Then we continue to review and modify your arrangements as life changes.
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Are you worried about yours, your family's or your company's current financial position or financial future?. You may have many goals, concerns and desires that we can help you to identify and prioritise. You may find many financial terms can be confusing. We will always take time to ensure that you understand what they mean, in order to allow you to make clear confident decisions enabling you to know where you are going, and how to get there.
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Money is to be respected; one of the worst things that you can do is to handle another person's money without respect for how hard it was to earn.' To provide comprehensive wealth management advice, we follow a process that allows us to identify your current financial position in relation to your desired financial position.
Accumulus, founded in 2001 by Geoff O'Shea, is a firm of qualified and experienced Independent Financial Advisers providing bespoke financial planning and wealth management to individuals and companies across the South East of England. We believe our exploration and discovery process helps us to build strong relationships and retain loyal clients and we regularly receive referrals from clients who are happy to recommend us.
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