Acumen appoints experienced senior adviser

By Tim Aldred

01 Aug 2023

Paul Rathbone of Acumen Financial Partnership

Burscough-based Acumen Financial Partnership has appointed Paul Rathbone as senior adviser.

Paul, who most recently working for an Independent Financial Adviser in Crosby, brings almost a quarter of a century of experience to the role.

Angela Maher, managing director at Acumen Financial Partnership, said: "As our business continues to grow, Paul’s experience means he is not only able to give our client’s expert advice but can also help with mentoring the advisers of the future.

“Our diverse team will benefit from his knowledge of the industry and real-life examples of how good pension planning can change people’s lives.

“In the last year we’ve taken on more than 200 new clients and we’re always looking for new people to ensure our clients receive the service they expect and deserve. I know Paul will help us meet that challenge and aid our future growth.”

Paul Rathbone, Chartered Financial Planner, Acumen Financial Partnership said: "Acumen has a very good reputation in the industry with its focus on service, not targets, to help people plan for a long and happy retirement.

“It’s got a real family feel to it and a personal approach which means advisers can tailor plans to a client’s specific individual needs, which in turn gives better outcomes.

“I share the ambition of the directors to look at how we can attract even more new clients and continue to grow across the county.”

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