That’s why, at Acumen, we spend a lot of time and effort training all of the team and not just the advisers. That way we can improve the level of service across the board – our deeper knowledge and understanding of the areas that can fox our clients makes it easier for us to help you to a clearer understanding – and you can feel confident that you are getting the advice you need.
such as ourselves to hold a Statement of Professional Standing (SPS). The SPS confirms that an adviser adheres to ethical standards, holds appropriate qualifications for their role and has also taken on appropriate training and study, known as Continuing Professional Development (CPD) in order to maintain that professional knowledge and keep up to date. The SPS is renewable on an annual basis and by clicking on the following links you can see the SPS certificates issued to each of our advisers:
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.
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.
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.
Acumen Financial Partnership Ltd
Unit 4A, Swordfish Business Park, L40 8JW