Dan Midgley

This review is a follow-up review from a client who left a review previously.

How has Dan Midgley helped you since your last review?

Explained how the pension is performing and possible options

This review is a follow-up review from a client who left a review previously.

How has Dan Midgley helped you since your last review?

He regularly checks in to see how I am and how my portfolio is going

This review is a follow-up review from a client who left a review previously.

How has Dan Midgley helped you since your last review?

Dan continues to provide me with an extremely professional and high quality service, he is always on hand to answer any questions I have and is always very prompt in getting back to me when I email him.

Please provide a brief comment about your experience with Dan

I noticed Acumen Investments while i was having a coffee and decided to pop in on the off chance I could speak to someone, luckily for me Dan was available and he very generously gave me about half an hour of his time. We talked a lot about some of my old workplace pensions and also some of the changes brought about by the recent budget. Dan answered all of my questions and I left in a much more informed position than when I went in. I will 100% be using him in the future as I found him very easy to talk to and I took a lot away from our discussion.

What were the circumstances that caused you to initially look for an adviser?

I had several pensions I was looking to consolidate, and wanted an adviser to do this and also put me in a portfolio that will give me good returns going forward.

How has Dan Midgley helped you?

Dan was brilliant and took me through every step of the process and explained things very clearly. You can tell that he really knows his stuff and I learned an awful lot from working with him.

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Nothing.