Acumen Investment and Pension Solutions

Independent Financial Adviser  Acumen Investment & Pension Solutions, Darlington, DL1 5NA
First meeting at adviser's own cost
We are totally independent, which means we are not tied or restricted to use any particular provider or product.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Income protection insurance
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Life insurance
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Group Pension/Stakeholder
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Adrian Peacock
Partner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Dan Midgley
IFA

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Acumen Investment & Pension Solutions have their head office in Darlington and deal with clients throughout the UK. Our team have all worked within financial services for around 30 years so bring a huge amount of experience to benefit our clients.

We provide advice across a wide range of services including investments, pensions, savings, estate planning and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and implementing tailored financial plans to address those needs.

Our services

We help clients with their own investment and pension planning needs in an easy to understand manner without the use of jargon. Typically clients have accumulated various pensions over many years and if suitable, we can consolidate them onto a platform making valuations easier to access.

Where to find us
Head office address: Acumen Investment & Pension Solutions, 21 Grange Road, Darlington, DL1 5NA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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