Acumen Pensions and Investments Limited
aka Acumen Pensions and Investments Limited
About
Based in Oldham, Acumen IFA has over 20 years of experience in financial planning, investments, wealth management, mortgages, pensions & equity release.
Source: acumen-ifa.comContact & Location
Specialisms
Regulatory Information
- FRN
- 915729
- Status
- Authorised
- Date Authorised
- 1 October 2020
- Years Authorised
- 5 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 11837442
- Company Status
- Active
- Incorporation Date
- 20 February 2019
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 September 2025
- SIC Codes
- 64999
Team (10)
David Andrew Thompson
ApprovedCertifiedPaul Mellor
CertifiedMichael Fogarty
CertifiedALEXANDRA STOTT
CertifiedChrista Louise Anderton
CertifiedChristopher David Anderton
CertifiedAlexander James McCann
CertifiedAlex Edward Thompson
CertifiedJacob Michael James Fogarty
CertifiedLesley Hitchen
Certified
Google Reviews
1 review on Google
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Quick Facts
- Oldham, North West
- 5 years FCA-authorised
- 17 registered individuals
- 4 specialisms
- 14 FCA permissions
- CH 11837442
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.