Acumen Pensions & Investments LTD Bewertungen 

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!

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

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.

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.

Alex and Acumen are always professional and have looked after my finances for many years - would highly recommend their expertise

Always very friendly and go out of their way to explain everything.

Very prompt and efficient service. Would definitely recommend.

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.

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!

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.

.

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.

Alex has been very helpful and responded very quickly to everything. I have been with Acumen for years, never had anything to complain about, would recommend without hesitation.

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.

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

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.

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.

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.

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.

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.

Alex has been fantastic in her advice and explaining everything and in a way it was easy to understand. I feel confident that my pension is in good hands and I’m glad it’s been sorted

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