Acumen breaks the £100m barrier for funds under management

By Lancashire Business View

16 Sep 2016

Acumen Financial Partnership, based in Burscough, West Lancashire, has reported more than a 13 per cent increase in funds under management in the period from September 2015 to September 2016, with the figure currently standing at £113m.

This represents a significant increase over a 12 month period and follows continued strong growth for the firm which recorded funds under management figures of £35m in 2010, increasing to £65m in 2013.

Acumen’s managing director Angela Maher, this year listed in The Sunday Times’ top 250 UK Independent Financial Advisers, said: “It is a tremendous achievement for Acumen to have broken this barrier in 2016, which marks a decade since the firm was first established.

“To have increased our funds under management by almost £50m in the past three years shows the strength of the company and the positive direction in which we are headed.”

Jon Landy, director of Acumen Financial Partnership, said: “Breaking the £100m barrier of funds under the company’s management is a significant milestone and testament to both the hard work of the Acumen team and the service provided to our clients. “This news comes during an eventful 12 months for Acumen in which we welcomed two new members of staff, saw two other staff members become qualified advisers, and moved into new, 4,600 sq ft premises on Burscough’s Swordfish Business Park.”

Latest news

1

Lancashire County Council to host Convention of the North 2025 Coun Phillippa Williamson

Lancashire County Council to host Convention of the North 2025

16 Jul 2024

2

College group targets carbon neutrality with major investment NCCG Green Investment

College group targets carbon neutrality with major investment

16 Jul 2024

3

B&E Boys appointed to Haslingden market project Haslingden Market Visuals

B&E Boys appointed to Haslingden market project

16 Jul 2024

4

RfM Transform supports small businesses with Business+Booster HR Trends from RfM Transform (26).png.png

RfM Transform supports small businesses with Business+Booster

16 Jul 2024

5

CoolKitters raise more than £10,000 at Yorkshire Three Peaks Pic 1.jpg.jpg

CoolKitters raise more than £10,000 at Yorkshire Three Peaks

16 Jul 2024

Bec Web Strip 980x120
Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
Lancashire Built Environment Conference
BEC 315 X 315 Px
Networking
25 Sep 2024

Lancashire Built Environment Conference

Conference and Exhibition Centre, Winter Gardens Blackpool, FY1 1HL

08:30 - 13:00

RISE - The Academy for Female Leaders and Managers
WENDY BOWERS RISE Illustrstion copy.jpg.jpg
LBV Hub Seminars
11 Jun 2024 - 04 Dec 2024

RISE - The Academy for Female Leaders and Managers

East Lancashire Chamber of Commerce, Clayton le Moors, BB5 5JR

09:00 - 16:30

LBV117 Magazine Launch Event
DSC9389
Networking
16 Jul 2024

LBV117 Magazine Launch Event

Blackburn Rovers Football Club, Blackburn, BB12 9EE

16:00 - 18:00

A Freelancers Introduction to Co-ops with John Atherton
Screenshot 2024-06-13 at 13.59.57.png.png
LBV Hub Seminars
17 Jul 2024 - 17 Jul 2024

A Freelancers Introduction to Co-ops with John Atherton

Society1 Coworking Space, Preston, PR1 3LT

14:00 - 16:00

The Business Network Central & East Lancashire
LBV Header (10).png.png
LBV Hub Networking
18 Jul 2024 - 18 Jul 2024

The Business Network Central & East Lancashire

Mytton Fold, Langho, BB6 8AB

11:30 - 14:15

Conversations in Creativity - Creative Networking Event
Untitled design-4.png.png
LBV Hub Networking
18 Jul 2024

Conversations in Creativity - Creative Networking Event

Society1 Coworking Space, Preston, PR1 3LT

17:30 - 19:30

Lancashire Economic Breakfast
LBV Hub Seminars
18 Jul 2024

Lancashire Economic Breakfast

The Mill, St Catherine's Park, Preston, Lancashire

07:15 - 09:00

What are Menopause Action Plans & How to Write One
Menopause Action Plan 2024.png.png
LBV Hub Webinar
19 Jul 2024

What are Menopause Action Plans & How to Write One

~ Online ~, ~ Online ~, ~ Online ~

12:30 - 13:00

Business Networking in Fylde, Blackpool
Blackpool Fylde Image.jpg.jpg
LBV Hub Networking
19 Jul 2024

Business Networking in Fylde, Blackpool

Village Hotel Blackpool, Blackpool, FY3 8LL

07:30 - 09:30

Preston Freelancer MeetUp and Coworking Day
Screenshot 2024-06-13 at 13.55.10.png.png
LBV Hub Networking
30 Jul 2024

Preston Freelancer MeetUp and Coworking Day

Society1 Coworking Space, Preston, PR1 3LT

10:00 - 12:00

Chamber Breakfast Networking
Chamber Logo1.png.png
LBV Hub Networking
31 Jul 2024

Chamber Breakfast Networking

Pye Motors, Morecambe, LA3 3PF

08:00 - 10:00

Scaling your revenue: From zero to £1m in 60 months
CBP-logo LBV.png.png
LBV Hub Webinar
31 Jul 2024

Scaling your revenue: From zero to £1m in 60 months

Online, Online, Online

08:00 - 09:30

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV116 Online Graphic
Subscribe now

Weekly news bulletin