Testimonials

  • 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.

  • 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.