Acumen Pensions & Investments LTD Avis 

73
TrustScore 5 sur 5

4,9

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I was recommended to Acumen by a Bank Manager friend of mine, I am so glad i took his advice, My main contact and advisor is Mike Fogarty, we have an annual meeting at my home to discus all aspects... Voir plus

Noté 5 sur 5 étoiles

I’ve been with Acumen for a number of years more recently with Mike. I’ve always received first class service and advice. They are proactive in providing market updates and always responsive to any re... Voir plus

Noté 5 sur 5 étoiles

Alex is genuinely amazing! Throughout my buying process if I had a question Alex would do his best to answer and if he couldn’t answer he would tell me who to go to! He made himself available... Voir plus

Noté 5 sur 5 étoiles

We met up with Paul Mellor for the first time to undertake a general look at our finances. He was great to work with. He was very professional and thorough. He explained things really clearly and kept... Voir plus

À propos de l'entreprise

  1. Conseiller financier
  2. Courtier d'assurances
  3. Conseil en investissement

Écrit par l'entreprise

Acumen Pensions & Investments is a national firm of financial advisers, established in 1995, offering a wealth of experience and knowledge in all aspects of personal finance and financial planning.


Coordonnées de contact

4,9

Excellent

TrustScore 5 sur 5

73 avis

5 étoiles
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4,9

Tous les avis

(73)

18 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Acumen Pensions and Investments

I have dealt with Acumen since David Thompson arranged a mortgage for us in 1995, which I think speaks for itself.
Over the years they have been excellent managing mortgages and a frozen pension fund.
More recently Paul Mellor has prepared me for retirement by managing my pensions into a single fund. Paul treats me like a friend or family member and ensures he understands my needs and communicates his recommendations effectively. An excellent advisor.
Overall I am very satisfied with Acumen, highly recommended

30 janvier 2025
Avis spontané
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Réponse de Acumen Pensions & Investments LTD

Thanks for the review - we really appreciate your feedback.

Noté 5 sur 5 étoiles

I've just had my yearly pension review…

I've just had my yearly pension review with Alex McCann and, as per usual, he was excellent!
He's always very informative, explains things in terms that you can actually understand and is so helpful!
Thanks Alex and good luck with your forthcoming wedding!

Wendy

27 janvier 2025
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Réponse de Acumen Pensions & Investments LTD

Thanks for your excellent review - we really appreciate it.

Noté 5 sur 5 étoiles

Pension advise

Due to changing personal circumstances / ill health my wife and I had some difficult decisions to make around pensions / retirement. Paul Mellor helped us with these with both great skill, knowledge and perhaps more importantly, the personal touch.
Highly recommended.

25 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Pension review

Alex is a very professional and friendly advisor with vast knowledge to answer any questions I have, in a way I completely understand - thank you Alex A very happy customer

14 janvier 2025
Avis spontané
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Réponse de Acumen Pensions & Investments LTD

Thank you for your review and for using the services of Acumen.

Noté 5 sur 5 étoiles

Making Pension Planning Easy

Alex Stott took all the pain and confusion out of my personal pension planning. She is so well informed and explained everything making it easy for me to understand to take the right decisions. So helpful, personable and professional, an absolute joy to work with.
I take no hesitation in recommending Acumen and Alex’s services with complete confidence, knowing the service delivered will be of the highest standard, delivered with a smile. These people care about their clients, which isn’t often found these days with other providers.

3 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Cannot fault the service we get from…

Cannot fault the service we get from Alex and all at Acumen.
Everything is explained clearly and we are not put under any pressure.
Thanks

24 juillet 2024
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Réponse de Acumen Pensions & Investments LTD

Thank you for your review and for choosing Acumen.

Noté 5 sur 5 étoiles

First time buyer

As first time buyers we had a lot of questions and needed lots of a reassurance that what we were doing with regards to the mortgage was right. Alex McCann provided fantastic support and advice to us. He was always available for any questions we had and the support he provided for us was very well appreciated. Would definitely recommend Acumen and Alex to anyone looking for a diligent and trustworthy mortgage broker as a first time buyer.

3 avril 2024
Avis spontané
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Réponse de Acumen Pensions & Investments LTD

Thanks for your review and for using the services of Acumen.

Noté 5 sur 5 étoiles

Long-standing trusted relationship

Acumen has advised myself and my husband on all key financial matters for over 20 years - from mortgages to pensions. Highly professional, open and transparent, and committed to long term client relationship and value-driven advice. Fabulous people and firm. Wouldn't trust anyone else! Thanks to you all.

26 septembre 2023
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Réponse de Acumen Pensions & Investments LTD

Thank you for using Acumen and for your excellent review.

Noté 5 sur 5 étoiles

Help when I really needed it!

I had been struggling to release and invest funds from a previous employers scheme. I was referred to Mike at Acumen by a friend who had been, and continued to be looked after by Mike. Without any pressure - just easily understandable advice and friendly efficiency - Mike contacted my fund holder and sorted everything out. My funds are now invested to my absolute satisfaction. I can’t recommend Mike and Acumen highly enough!

28 juin 2023
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Réponse de Acumen Pensions & Investments LTD

Thank you for your excellent review and for using Acumen. We are glad you have been happy with your experience with us.

Noté 5 sur 5 étoiles

Superb Financial Advisors

Used Acumen for many years through our Business as a Property Developer. Due to their excellent knowledge and expertise, I have chosen them to assist and advise on my options for my personal pensions. Would highly recommend!! Thank you Alex for being very patient with me :-)

24 avril 2023
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Réponse de Acumen Pensions & Investments LTD

Thank you for your review and for using Acumen.

Noté 5 sur 5 étoiles

5 ******* Fantastic

Brilliant. Alex has been fantastic in a very complex situation which was changing on a weekly basis

28 mars 2023
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Réponse de Acumen Pensions & Investments LTD

Thank you for your review and for using Acumen.

We look forward to working with you again in the future.

Noté 5 sur 5 étoiles

Future nest egg in safe hands

Paul has handled my pension now for a number of years and has always been very professional but in a way that you’d think that he was your friend, he simply explains all and everything that gives you all the facts to my a personal situation that makes the decision that suits me best,but that works best for your pension.
He’s always there to help and answer questions even when in the office or not, great communication and
Keeps me up to speed on anything we have asked for until it’s conclusion.just hope I get to retire whilst Paul’s still handling my pension as I know it’ll go smoothly.

3 mars 2023
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Réponse de Acumen Pensions & Investments LTD

Thank you for your excellent review and for using Acumen.

Noté 5 sur 5 étoiles

Paul and the team have been exemplary…

Paul and the team have been exemplary in helping to resolve an issue with my pension provider despite the issue lying firmly with the provider and not themselves. They kept me updated throughout and put pressure on the provider to remediate satisfactorily. Would highly recommend.

3 mars 2023
Avis spontané
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Réponse de Acumen Pensions & Investments LTD

Thank you for your excellent review and for using Acumen. We are glad you have been happy with your experience with us.

Noté 5 sur 5 étoiles

Fantastic support from Alex at Acumen!

Alex was the best support I could have asked for! He went above and beyond to make sure everything I needed was in place for my mortgage and even close to move date when there was issues with my solicitors he stepped in to support and advise. He has dealt with my life insurance and made sure I was getting the best options for me and my partner. I could contact him anytime and he answered all my questions. 100% would recommend using Acumen. Alex especially is a credit to the company.
Thank you

13 février 2023
Avis spontané
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Réponse de Acumen Pensions & Investments LTD

Thank you for your review.

We are glad you have been happy with your experience with us and look forward to working with you again in the future.

Noté 5 sur 5 étoiles

Alex McCann went above and beyond

Alex’s support, guidance and help throughout our mortgage application and amendment was fantastic. He kept us up to date, was always readily available and his advice on possible mortgage amendments was so helpful. It enabled us to complete on our house sooner when we thought we may have lost it. An asset to the company.

6 novembre 2022
Avis spontané
Noté 5 sur 5 étoiles

Excellent advice from Mike

Mike Fogarty has been my financial advisor for several years. He always provides excellent advice but on a level that I can understand.
Just recently my children have received a rather complicated inheritance and Mike has also advised us on the way forward with that. Mike is always friendly and provides an excellent service.

29 septembre 2022
Avis spontané
Noté 5 sur 5 étoiles

I approached Alex a few months ago to…

I approached Alex a few months ago to seek financial advice. Alex was clear and concise with the options available to me. He made sure everything was explained carefully and ensured I was 100% certain before proceeding with my SIIP investment. I was comfortable throughout the entire process and the months that have followed. I wouldn't hesitate to recommend Alex.

16 juin 2022
Avis spontané

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