Acumen Pensions & Investments LTD Opiniones 

72
TrustScore: 5 sobre 5

4,9

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

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... Ver más

Valorada con 5 estrellas sobre 5

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... Ver más

Valorada con 5 estrellas sobre 5

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... Ver más

Valorada con 5 estrellas sobre 5

Paul Mellor has been fantastic at working through our families finances, investments and pensions. He has gone through information several times and is always happy to clarify anything. We now have a... Ver más

Información sobre la empresa

  1. Asesor financiero
  2. Corredor de seguros
  3. Servicio de inversión

Escrito por la empresa

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.


Información de contacto

4,9

Excelente

TrustScore: 5 sobre 5

72 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,9

Todas las opiniones

(72)

17 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

First class Financial Advice

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 of my financial dealings and affairs, including I.S.A.s Pensions , Investment Bonds etc. Mike has an outstanding knowledge which i have found totally reliable, i am extremely pleased with the returns i am now experiencing thanks to his advice.
If ever Mike should be unavailable due to his many commitments i know i can always rely on Sam in the office, he is also extremely knowledgeable and efficient.
All in all the service i receive is totally outstanding !

19 de agosto de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Alex is genuinely amazing

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 alongside my busy work schedule which he didn’t have to do!

I am so so grateful and would recommend acumen to anyone!

4 de agosto de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Easy

The staff were professional and they made the process very easy.

3 de agosto de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Financial advice

Paul Mellor has been fantastic at working through our families finances, investments and pensions. He has gone through information several times and is always happy to clarify anything. We now have a much clearer picture of where we are and our options going forward. Thank you.

6 de julio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

We met up with Paul Mellor for the…

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 in good communication throughout the process. We would recommend him to others.

25 de junio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Professional Service

I have been supported so well by Alex and Sam over the years. Advice is always clearly explained and the options given have clearly helped me financially. The efficient administrative support is very welcome and makes the whole process easier for the customer. I am happy to recommend Acumen to others.

5 de junio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Christa has been my go to person for…

Christa has been my go to person for many years when navigating mortgages and my recent move was no different. Christa’s communication is second to none, we were fully kept in the loop and everything was explained in a way in which we could understand in order to weigh up the options. She was available to answer questions and happy to meet to discuss anything further when this was needed. Christa’s guidance has again been invaluable, she is an asset to the organisation, thank you!

2 de junio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

We recently purchased a property and we…

We recently purchased a property and we went through Acumen Mortgages and Paul Hodgson in particular.
We had a couple of setbacks with houses, but Paul persevered and we were third time blessed.
Great service from everyone involved.

.

21 de mayo de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent advice and support

Alex and Sam have supported us so well. We moved from another FA to Acumen as Alex explained things in an uncomplicated way and went through all our pensions and investments, giving us the confidence that we really could retire. We retired in April 2026 and have lots of plans for the future. Sam is really efficient and you feel that nothing will fall through a gap. Excellent professional service all round. We have recommended Acumen to a number of friends as we are all of a certain age now, where retirement planning is important.

25 de abril de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Excellent Financial Advisor

We have been with Acumen for almost 20 years and have been guided by Christa from day one. We receive regular updates and have been reassured through uncertain times (COVID etc). Christa is very knowledgeable and explains everything in a way we can understand. We're very happy with the service and comfortable in the knowledge our investments are in good hands.

17 de febrero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Fantastic service

We received excellent service from Alex at Acumen. From start to finish, Alex was incredibly thorough, patient, and professional in every aspect of the process.

Alex explained all of our options, answered every question we had, and made sure we felt completely confident in our decisions. What really stood out was his dedication to finding us the very best deal possible. He carefully checked the market and secured a fantastic mortgage rate for us, and he even arranged the best deal on life insurance for our new home.

Nothing ever felt rushed, and his attention to detail gave us real peace of mind throughout what can often be a stressful process.

Thank you, Alex at Acumen, for your outstanding service and support — we truly appreciate your hard work and would highly recommend you to anyone looking for expert financial advice.

Thanks,
Emma and George

30 de enero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Outstanding Support

Alex was outstanding in his support and knowledge as we went through the process of buying our first home and setting up a mortgage. He replied promptly every single time, kept us up to date and made what felt like such a confusing process much simpler. Can't recommend him enough.

30 de enero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Very professional service

Thanks to Alex McCann for all your support and guidance with bringing all my pensions together. Alex guided me through the options and provided exceptional support and information at every stage. I receive regular updates from Alex and I feel assured that my pension plan is effectively managed. Very professional service and would highly recommend.

18 de febrero de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Paul Mellor - Fantastic Pension support

I have worked with Paul Mellor for several years now taking advice on both personal and company pensions. Paul is extremely reliable, professional and trustworthy. His advice has always been excellent and he makes what could seem difficult to those of us who are not pensions experts very simple to understand. When you are entering the stage of accessing your pension it can be a very unnerving period in your life so Paul's advice has been invaluable even more so in the last year for me.

6 de marzo de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Personal and professional, with interest

Paul has provided us with a fantastic level of service over the years. He's extremely knowledgeable which combined with his approachability means we've had a really smooth ride in terms of transitioning from work to retirement through covid. With so much unpredictability in the world these days, we strongly recommend Paul and the Acumen team as the safe pair of hands you want in matters financial.

19 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Exceptional service from Mike at Acumen

I rarely leave reviews, but the exceptional service I have received from Mike at Acumen truly deserves it. Around five years ago, Mike helped me combine my pensions.
What sets Mike apart is his approachability. He speaks to me not just as a client, but like a friend, and consistently explains complex financial matters in a way that's easy to understand. This annual catch-up, along with the excellent market updates I receive from Acumen, really helps me feel informed and in control.
The performance of my combined pension has been very good. A couple of years ago Mike suggested swapping my fund plan for a new one, and the performance has continued to be excellent – a testament to his expertise and proactive advice.
I wholeheartedly recommend Mike and Acumen to anyone looking for clear, friendly, and highly effective pension advice.

17 de junio de 2025
Opinión espontánea
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Respuesta de Acumen Pensions & Investments LTD

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

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