Testimonials

Angela gave me excellent advice tailored to my needs and situation based on a thorough assessment of my personal situation. It is still early days on the investment front, but I am certainly happy with the direction things are heading in.

I inherited some money and needed specialist advice on how to invest it. We had several meetings to go through my financial situation and future plans and then Angela advised me on the best way forward in relation to investing money I had inherited, going through the benefits and potential drawbacks. She also looked at my pension to see if that was the right plan for me.

Angela has been professional, dedicated and understanding. Angela’s wealth of experience and willingness to listen to her client’s needs coupled with her ability to review/establish your attitude to risk means that you feel “safe in her hands”.

Since my husband died Angela has been a tower of strength continuing to guide me through matters relating to changes in the estate. No matter how difficult I found things, speaking to Angela made me feel calmer thanks to her sympathetic ear and patience.

Angela quickly got to grips with my situation, talked through my details, circumstances, plus my wants and needs, then spent time talking through all the options available and suitable before making her recommendation, which was very thorough and detailed and was in a language I could understand. Angela and her team are always available to support with any queries or to discuss any concerns and are always extremely helpful, professional and courteous.

Angela has helped me for many years with my investments and pension. I have always had excellent advice from Angela and trust her implicitly.

When we first chatted to Angela Maher we set out our goals in order that Angela could fully understand our needs. Those goals have not changed and over the 8 years that we have been with Acumen Angela has consistently delivered an excellent standard of help and advice. Angela has been an integral part of our plans being achieved.

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 adviser 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.’