Review Time
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.
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.
Thanks to the expert advice provided by Alex Stott, we now have a clear path forward for securing our financial future. We couldn’t recommend Alex Stott more highly for anyone seeking reliable, thoughtful, and professional pension and investment advice. Sam Hemingbrough provided efficient administration with regular updates. Truly a 5-star experience!
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.
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.
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
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
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.
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Acumen Pensions & Investments LTD 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.
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