Testimonials

  • My dealings with Angela Maher go back to the days when she was a consultant as David Roberts & Partners. Since then Angela has continued to give me excellent financial advice in layman’s terms tailored for my requirements in the constantly changing financial climate. My investments continue to flourish under Angela’s guidance.

  • I recently approached Acumen Financial Partnership about the possibility of a pension transfer. I had very little knowledge about pensions and the legislation surrounding them but I initially spoke to Angela Maher who is the Managing Director of Acumen regarding a transfer.

    Angela explained the process of the transfer so that I was able to understand everything clearly. Angela made me feel very comfortable and confident in every stage of the transfer and her professionalism and warmth is fantastic.

    I was given excellent advice throughout the transfer, every instruction I was given was clear and precise. I cannot recommend Angela and her colleagues highly enough and I would urge anybody who needs expert financial or pensions advice to consult the Acumen Partnership.

  • For many years I have been a member of a well-known Building Society who, by necessity, are restricted in their choice of investment options. Recently I have found their interest rates to be less than optimum and their service provision greatly reduced. For these reasons I have transferred the management of my finances to Acumen Financial Partnership Limited. The expert knowledge was delivered in a helpful and friendly manner, this has enabled me to make sound decisions in terms of my investments and given me a much wider choice of investment options thereby achieving the best possible interest rates.

  • Over the last few years Angela has helped me to organise my finances and make the most of my financial assets to enable me to pay off my mortgage and, at the age of 58, to make a complete change of direction and fulfill my dream of setting up my own business, without having to borrow any money.

    I would have no hesitation in recommending Angela and her team at Acumen. Her technical competence, helpful attitude and business ethos of working in the best interest of the client, have certainly given me confidence that my finances are in safe hands.

  • Acumen are a modern, highly professional consultancy, independent, available, clear and open in their presentation and delivery.

  • Since my involvement with Acumen Financial it has become increasing obvious that the advice and information given by my previous IFA fell way short of the mark. Acumen have from the time I appointed them given sensible, measured advice which has gone some way to mitigate the serious effect of the downturn in the financial markets. It has been both helpful and reassuring to have regular appraisals of my fund with Jon Landy.

    I am aware however that with the current state of the markets there are no magic remedies one can only take the best advice and act on it. Acumen so far have stepped up to the mark.

  • As a long standing client of Acumen over many years, I have always appreciated the analysis and advice they have given me, delivered in such a way that even difficult topics for a layman are made easy to understand. Jon’s recommendations for actions to be taken, have seen my resources deliver above anticipated growth – even during this current difficult time within the economy

  • Acumen has provided me with excellent financial advice over the last few years with Angela Maher personally working on my account. She has shown great care in listening to my financial requirements and has provided invaluable, relevant advice at a competitive fee. Angela works in an ‘open book’ way informing me up front of all fees, risks and possible investment rewards. I have, with Angela’s knowledge, considered other ways of managing my investments but it resulted in me confirming to myself that Acumen Financial is the best for me.

  • Having referred clients of the Family Law Department to Acumen for independent advice regarding pension sharing orders or for assistance in obtaining mortgages, we are pleased to confirm that clients have reported back to us that they have been impressed with the expertise and service that they have received from Acumen, as are we.

  • I have used Acumen for many years for independent advice for mortgages and pensions. I have always been impressed with the level of helpful service that I receive, and the knowledge that Rob Mawdsley clearly has of his subject.

  • When first employed we had positions which guaranteed pensions on retirement. Due to a change in circumstances this was not be the case for the rest of our working lives. Forward personal financial planning therefore became essential. We were fortunate to have met Angela Maher who advised us on the way forward and since launching Acumen over the years her company has provided us with robust financial advice in a friendly and professional manner. As a consequence of this we are able to enjoy our retirement to the full. Our children now look to Acumen for financial advice and we continue to recommend unreservedly their services to friends and family.

  • I have dealt with Angela Maher from Acumen both professionally and personally for many years and have always appreciated the prompt and helpful advice. Angela and other members of the firm have always been very friendly and approachable and have always gone out of their way to provide considered and practical financial advice.

  • The advice I received from Phil Jones from Acumen was good, clear and in my favour. I was both impressed and very grateful for the sound, unbiased advice. I would have no hesitation in recommending Acumen to family and friends.

  • Angela takes the time to really understand her clients and their needs. She has always given me sound, commercial advice and communicated with me in a timely and appropriate manner. I would not hesitate to recommend her!

  • Wonderfully dedicated and able to intelligent flair and focus when dealing with all my financial matters. Angela is extremely approachable and able to explain, often complicated and confusing financial matters in simple, enlightening terms. I cannot recommend her enough.

  • Angela is an extremely well organised adviser who has a wealth of knowledge of the financial world. She is able to summarise financial rules and regulations for myself as a non-specialist. I have been very happy with all aspects of Angela’s advice. She has an excellent team who are always happy to help. The service provided is outstanding in all respects.

  • Angela’s advice over the years has been invaluable with her expertise over anything financial, Angela offers a high standard of service with back up from a competent team and I would recommend Angela to anyone who requires excellent service and sound advice for any financial planning.

  • First impressions count, From the moment I walk into Angela’s office you are made to feel welcome. Very professional & enthusiastic in all aspects of her role. I have always found Angela & her colleagues to give me Straight to the point advise which I can follow easily. Always going the extra mile to get the answers I want. All findings presented to me in a easy to follow format. Thank you

  • Angela has been our financial advisor for some 10 years. During this time she has completely reorganised our investment portfolio with excellent outcomes. She is extremely professional and executes all agreed proposals in a timely and efficient manner. She is backed up by an extremely efficient team in Acumen. The staff are very motivated in a caring and inspirational environment.

  • I have been a client of Jon’s for a couple of years and I have been impressed with the service provided by both Jon and Acumen. He is extremely knowledgeable about his subject and in addition has delivered above what I would of expected in Financial services . He has dealt with certain opportunities I have had in a resourcefully manner allowing me to focus on my business’s in the knowledge he has tasks in hand. I would have no hesitation in recommending him and look forward to working with him for many years to come.

  • I have been a client of Angela Maher’s for a year, having had Angela recommended to me by a friend. From the outset Angela and her team have been very responsive, extremely professional and great communicators. When things need to happen quickly they invariably do and in a very efficient manner. I have in turn recommended Angela and Acumen to friends and contacts who have similarly been impressed.

  • Angela was recommended to me by my accountant many years ago, when she set up Acumen I wanted to transfer to her as all advice she had given me over the years had been sound.

    She is an excellent communicator and I also felt confident in her ability to “see round corners” and anticipate future problems. She saved me large amounts of money on my mortgage early on in our relationship and all subsequent investments and pensions have performed extremely well.

  • 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.

  • 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.

  • 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 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.

  • 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.

  • ‘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.’

  • 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!!