understanding. We know that only by spending time with you, asking the right questions
and listening carefully to everything you tell us, will we discover what will make the
difference for you, your family, your business and your future.
built on trust and mutual understanding. We know that only
by spending time with you, asking the right questions and
listening carefully to everything you tell us, will we discover what
will make the difference for you, your family,
your business and your future.
not just focus on money. We have spent time looking carefully at the way we advise
our clients, what services are really useful to them and how we create a practical and
successful financial strategy; whether they are experienced investors or absolute
financial advice does not just focus on money. We have spent
time looking carefully at the way we advise our clients,
what services are really useful to them and how we create
a practical and successful financial strategy; whether they are
experienced investors or absolute beginners.
peace of mind that your finances are in capable hands. Do not just take our word
for it, visit our testimonials to see what our clients say about us.
a high standard, so you have peace of mind that your finances
are in capable hands. Do not just take our word for it,
visit our testimonials to see what our clients say about us.
straightforward financial advice. Using Acumen for your financial planning gives you the
confidence that you always have the right people, with a wealth of experience, on your
services and giving clients clear, straightforward
financial advice. Using Acumen for your financial
planning gives you the confidence that you always have
the right people, with a wealth of experience, on your side.
We’ll help you to grow your investment
With more than 150 years’ experience as financial advisers, Acumen has helped thousands of satisfied clients to grow their investments. We can do the same for you.
Meet Our Team
The Acumen team share a common goal: to give you the best possible service and to bring clarity and common sense to all your financial matters.
Angela Maher, BA DipPFS
Jon Landy, BSc (Hons) DipPFS
Celia Evans, BA(Hons) APFS
Phil Jones, Dip CII Cert CII MP
Jenny Jones, DipPFS
Alex Dunk BA (Hons) DipPFS
News & Thoughts
Keep up to date with the latest news and events at Acumen and within the wider financial sector. You can find all our latest news articles here.
An Introduction to CryptocurrencyJP Morgan have described cryptocurrency as the world's first truly new asset in the last 100 yea....
Acumen IFA, to feature in the Heswall MagazineOur Independent Financial Advisor, Helen Whiting DipPFS, spoke with the Heswall Magazine to discuss ....
Pass the Popcorn!Here is the latest from Daniel Frampton APFS about the AMC chain of cinemas. Read on to find out mo....
What are the different types of personal insurance available?There are few guarantees in life. Death and taxes may very well be the only two certainties, as Benj....
Why you should swap the Lotto for life insuranceWhile it’s true that life insurance costs depend largely on your individual circumstances, that’....
Putting $1.9 Trillion into perspectiveThe Federal Reserve, like all central banks, has the unique superpower of being able to print more m....
Budget 2021- The Big FreezeHow was Rishi Sunak’s March Budget for you? The fact that there are tax rises coming was no big su....
A quarterly market update from AcumenWith the announcement of vaccines last November, the world has been poised for a strong recovery fro....
Acumen answers your frequently asked questions about life insuranceLife insurance is a subject often left unspoken. After all, who amongst us really wants to consider ....
What people are saying
At Acumen, we value the opinions of all our clients. Read what some of our satisfied customers had to say about our high-quality services here.
I wish to offer my sincere thanks to Helen and her team at Acumen Financial for their ongoing expertise and helpfulness. Firstly, from a personal perspective, Helen helped source and set up an appropriate decreasing term life assurance product for me to cover my mortgage on my new home. This is given me the assurance and comfort of ensuring my family are catered for in the event of my untimely death. From dealing with Helen in a professional capacity, my clients often are awarded sizeable compensation from their involvement in accidents, in my capacity with Davison Flynn Duke LLP. Helen and her team can help 'ringfence' compensation payments so that they are not taken into account in assessing my clients' entitlement to any means-tested State benefits and therefore still entitle individuals to receive these sums. Helen can also, equally, assist my clients in providing financial advice and setting up a portfolio of investment(s) so that the money 'goes to work' and help ensure that my clients can receive a steady return on their investments and, if necessary, receive regular payments. I have found Helen and her team to be very professional, remaining both approachable and very knowledgeable, which can be a great comfort to my clients, in their time of need.
I would confidently recommend Acumen Financial as a professional and expert partner to anyone looking to make important decisions in the complex realm of pensions investments.
I have been a client of Acumen Financial Services for the past 5 years. My personal financial advisor is Mr Phil Jones. I have always found Phil to be very friendly and approachable. I usually meet up with Phil twice a year to review my financial affairs. This is always at my convenience at my chosen time and place in my own home! I find him easy to understand, as well as being knowledgeable and approachable. He has also arranged for me to get to know the more senior partners in the business, Overall I am very happy with the personal service I receive from Acumen . Incidentally, my portfolio has also grown under their guidance!!
‘Over many years dealing with previous Financial Adviser firms I have always wondered how much of their recommendations were influenced by the rates of commission. However, I have found with all my dealings with both Jon Landy and Phil Jones, that this is certainly not the case at Acumen and I am confident that my intentions are and have always been the priority.’
Searching for a local Financial adviser I looked at Acumen Financial Partnership. The main problem was, through poor past experience I had totally lost trust in anyone involved with finances . However Acumen's "About Us" page revealed Angela Maher had worked for David Roberts & Partners whom I had my business insurances with for many years. I found Acumen to be very professional in their approach, explaining their services & charges during the initial meeting. This was followed up by excellent,sound, unbiased advice which has been a huge help with my pension & mortgage investments& has also restored my faith in people dealing with finance. Phil Jones dealt with my enquiry, he is 100%professional in his approach & yet you feel you are dealing with a friend not someone on the opposite side of a desk who actually has their own interest as a priority. I would without hesitation recommend this firm.
I transferred my pension pot from the pru to Acumen. With Phil Jones controlling my investments my SIPP portfolio are performing well. I am more than happy with the service I receive.
It would have been easy to react to the changes in my occupational pension by just letting things carry on, as I was in a relatively comfortable position. Working with Acumen we were able to think about a range of options that suited our short, medium and long term needs. Most importantly, they also asked us about our attitude to risk. The result has been a solution where we feel we are in control of our investments, but supported by a team of people working for us, not a faceless corporation.
I became Client of Acumen Financial Partnership 6 years ago on the recommendation of a friend and colleague. From the first day of meeting Angela Maher I have appreciated the user friendly Professionalism so evident in her welcoming and advising Financial lay clients such as myself. Over the past 5 years Jon Landy has managed my account with pro activeness and the application of extensive Professional knowledge to my increasing benefit. The advice given and actions implemented are clear, precise and the detail explained in such a way as to be readily understood. Over this period of time Jon and the team have generated a level of trust for me which is very satisfying in what can be a complex but increasingly necessary part of our lives. I am very satisfied with the service and effort by Acumen on my behalf and would recommend them without hesitation.
All throughout our dealing with Angela Maher and Acumen Financial Partnership, the advice given to our elderly cousin and ourselves has been sound and productive and thoroughly professional. Acumen were also able to introduce us to other useful professional connections and we are all immensely grateful.
Our Partners – WRAP Providers
All of your investments in one place! We offer a number of WRAP providers to choose from to help you find the right solutions for you.