Acumen passes £250m milestone
Burscough based independent financial advisor Acumen Financial Partnership has surpassed a major milestone, with £250m of funds now under its management.
The news follows on from last year's acquisition of Wyre Investment and Financial Management, which gave the firm better access to the north of the county.
Acumen founder Angela Maher also featured in The Times’ Top Rated Financial Advisers for the third year running, one of just two independent advisers from West Lancashire to make the 2019 list.
Jon Landy, director at Acumen, said: “This latest milestone is significant and shows we are continuing to grow with more people trusting us to deliver clear, friendly, quality advice."
The firm has also announced that Celia Evans, who joined the firm in 2007, has joined its senior management team after achieving Chartered Financial Planner status.
Jon added: “As the business moves forward into its next phase of growth, Celia’s expert advice as part of the management team will be key.
“Acumen now has a team of 17 and we are confident that the company is well equipped to face any challenges ahead.”
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