Acumen Pensions & Investments LTD Reviews 

73
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Company details

  1. Financial advisor
  2. Insurance broker
  3. Investment service

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

73 reviews

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4.9

All reviews

(73)

18 reviews in the last 12 months

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Rated 5 out of 5 stars

I am happy to thoroughly recommend…

I am happy to thoroughly recommend Acumen. We have been with them for four years. During that time they have provided an excellent service to us; professional, knowledgeable, personable and always very responsive. Use with confidence.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Alex

Alex is always a phone call away, very knowledgeable and really helpful, made me feel at ease knowing I was making the right investments based on my own individual circumstances.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Acumen have been advising us since…

Acumen have been advising us since 2001. They always provide the best and most up to date advice. Both David and Alex are fantastic ambassadors for Acumen Pensions and Investments Ltd, their knowledge, attention to detail and care for us is second to none. I would highly recommend this company to anyone seeking good, honest and impartial advice on all things Pensions and Investments. We will continue to rely on them.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Pension & Mortgage Products and Advice

I have used Acumen for pension and mortgage advice for the past 21 years. In the past week my wife and I have used them again to change our mortgage. Although the company structure has changed, we now deal with the pension and investments side of the firm, we cannot sing their praises enough.
Chris who has been our financial advisor for the past 15 years and is the consummate professional, has maintained their standards by providing a very personnel and tailored service. He has assisted us with mortgage, pension and investment advice and products. Our products are also under regular review ensuring our products and money are working at optimum. The communication and ease with which changes and tweaks are made to these investments means that we never have to worry.
The service they provide have so far allowed us to set up home, raise a family, move to and be able to extend a property and at the same time plan for our Autumn years.
In an age where I find services in all sectors to be lacking and getting frustrated with the lack of customer care it is more than a breath of fresh air to be able to highly recommend this firm in complete confidence that you will not be let down or disappointed with the products and services they provide.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Chris Anderton excellent service

Having dealt with Chis on many occasions i have always had nothing but excellent service . Chris has always been Very through and explains every finer detail nothing is to much trouble . very genuine and very pro active . I have recommended Acumen to friends family and would definitely recommend that you use this company 100%

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Acumen

Personal, friendly and extremely professional service
I trust David and his team implicitly with my portfolio

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Acumen Pensions and Investments Ltd

We’ve been with Acumen for about 9 years, since I took early retirement and had a lump sum to invest, and needed advice on pension arrangements etc. They helped us to consolidate our pensions into a more advantageous fund, and also secured a better mortgage deal for us. We’ve found their advisers to be knowledgeable, helpful, and responsive to our changing circumstances over the years. Any changes we’ve made have been handled efficiently and speedily. I’d have no hesitation in recommending them.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

First rate

Acumen have provided me with first rate financial advice for many years. Their investment recommendations have consistently hit the mark, and in all my dealings with the team, I have always found them reliable, friendly and helpful.

19 November 2020
Unprompted review
Rated 5 out of 5 stars

Good advise

Good advise , good service, friendly staff a rewarding experience financially and in dealing with Acumen.

19 November 2020
Unprompted review

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