Acumen Pensions & Investments LTD Reviews 

Alex helped me from the very first minute of my mortgage application. Got me a fantastic deal that I was over the moon with and followed it up with constant advice. I got my keys today and I cannot speak highly enough of the service he has provided for me.

Acumen responded to my enquiry in a fast and efficient manner, Alex assessed my portfolio and advised me quickly on how to act, they were very upfront about their fees which i found refreshing. I would definitely recommend to anyone who is starting to think about how to get the best from their pensions.

As I was approaching retirement it became apparent to me that I needed appropriate independent professional financial advice.
I was aware of a number of providers, but felt after working for 48 years this was a process I needed to consider carefully. I asked friends and former colleagues about their experiences. This resulted in asking Paul Mellor from Acumen coming to visit my wife and myself.
Paul visited us in 2018 and took time to understand our situation, our current financial position and plans for timing of my retirement. He listened carefully, asked perceptive questions and has provided sound financial advice and guidance. His personal service has been exceptional, nothing has been too much trouble.
For over 3 years Paul has been so accommodating and has been a pleasure to work with, I wouldn’t hesitate to recommend Acumen and Paul.

We’re both delighted with the advice and customer care we’ve received from David and the team. He has a great way of making the complex simple helping you make informed decisions and feel comfortable about your choices. Highly recommended to anyone wanting financial or pension advice

From initial advice on my Pension to the day to day handling of my funds they have carried out the work with real professionalism. They are easy to contact and with Chris Anderton I have a knowledgeable, friendly expert at the end of a phone.

I have been with Acumen for the past 4-5 years and I am very pleased with the guidance and advice I receive from Mike Fogarty. Very reassuring to know he's always only a phone call or e mail away especially in these uncertain times. Down to earth friendly advice with a professional touch.

My partner and I are extremely happy with the service that we receive from Paul Mellor. Our individual financial circumstances are very different, as are our approaches to them. So it is with great confidence that we wholly recommend Paul at Acumen. He is not only a very warm and sincere person, but is also a careful listener and a great communicator. He understands our specific needs, and is extremely thorough and meticulous with his management of our funds. He is very professional and highly knowledgeable; he clearly has much experience in his field of expertise and is an absolute pleasure to speak to. KF & LC

Paul Mellor from Acumen has been our financial advisor for over 6 years. The company and Paul have offered a bespoke service to meet our needs. The customer service is second to none and Paul is conscientious and a delight to work with. I would recommend Acumen and Paul for his expertise and sound financial guidance.

I have been in the safe hands of Paul Mellor for a few years now, and have felt very comfortable discussing future wealth planning with him, safe in the knowledge that I am receiving the best advice in a confidential and professional manner. Thanks Paul for all your help. D.R- Company Director.

We have always found our dealings with Acumen to be very satisfactory. David Thompson and Alex Stott are professional, polite and extremely knowledgable.

Been dealing with Paul Mellor from acumen for a few years . And will be for years to come .fantastic personal service a advice . Very pleased thank you .

Having secured a mortgage through their sister company, I was offered a free pension health check. Knowing they were trustworthy from the previous interaction I had no doubt in taking their advice again. There was no pressure to change from previous arrangements, but once I had met Alex, seen the indepth research she had come prepared with covering the various options. I felt at ease. The regular updates via email and personal calls have been particularly reassuring during this year of uncertainty.

An excellent provider of financial advise whether to an individual or a legal professional seeking assistance for a client. Paul Mellor in particular has assisted a number of my clients and neighbours all who have been thoroughly impressed with the personal service he has provided and the support and guidance he has given them including on one occasion finding a large pension that the client had forgotten!

I was recommended to use this company and upon getting in touch with them, I was directed to a Pension and Investments specialist. I found the whole experience very positive and the man I spoke to was very easy to deal with. He clearly knew his subject and was very good at understanding my needs. He did his reseach and then came back to me with a range of options, explaining the pro's and con's of each one.

He was also very customer service-focused and responded well to my questions, some of which were probably rather stupid or showed a lack of understanding on my part but he quickly assuaged any doubts I had and cleared up any confusion. Overall I think this company and this individual in particular, are worthy of five stars and I am happy to recommend them to others.

David Thompson, Diector of Acumen Pensions and Investments has been my financial advisor for over 30 years.
He is friendly, approachable, very well-informed and is totally trustworthy. Nothing is too much trouble for him. If I have a query, he always gets back to me promptly with an answer. I can thoroughly recommend this company.

Paul Mellor has been acting as our IFA since 2016. During this period his advice and support has proven invaluable for not only myself and my wife for our future planning, but also with my mother’s finances. I have had no hesitation at recommending him, both as a person and his services, to several of my colleagues along the way, all of whom have been highly complementary about Paul. His obvious experience and depth of knowledge coupled with his kind demeanour and diligence has been much appreciated and he has become our first trusted person to call when in need of advice.

I transfered 3 pension pots into one via Acumen in order to withdraw a lump sum to fund purchase of a new house. Acumen arranged the transfer as well as search out a competitive mortgage deal for me. I consider myself fairly well informed financially but this was a big move for me especially the pension side of things but Alex Stott provided clear excellent advice as well as timely feedback to all my questions. I would have no problem to recommend Acumen to anyone.

Great trustworthy advice and support, clear concise advice to questions posed around my pensions and next steps. Can’t fault the service. Takes the stress away from what would be otherwise a very complicated decision making process.

My wife and I have been using the services of Acumen for over 5 years, initially with Paul Mellor, and more recently also Mike Fogarty. They have given us considerable advice across a broad range of financial areas. We have always found them to be highly professional, thorough, approachable and very willing to take the time to answer and explain things in layman’s terms. They have been prompt in responding to any queries, whether by email, phone and more recently by way of Zoom meetings due to the COVID-19 pandemic. We have been very happy to recommend them to both family and friends, and greatly value their continued support, service and advice.

I have been using David Thompson's services for almost 15 years, after he was recommended to me and have always been extremely happy with that service. Since the pandemic began, he has been a huge source of support and reassurance. Like many others, I was dismayed and extremely concerned by the downturn in the financial markets when the pandemic hit and how this would adversely affect my investments. I was in touch with David several times during lockdown and since. Each time he was available to speak to immediately (or rang me back within the hour) and was informative and helpful with up to date information, suggestions and guidance. I feel confident that my money is in safe knowledgeable hands which gives me huge peace of mind and I would recommend David's services to anyone thinking of making financial investments.