Acumen recruits experienced financial planning co-ordinator
Acumen Financial Partnership has appointed Diane Livesey as financial planning co-ordinator.
Diane joins the Burscough-based independent financial adviser from Standard Life, and her appointment brings the company’s headcount up to 19.
She said: "I’ve spent almost 25 years supporting financial planners around the region and look forward to using this experience to help Acumen grow.
"The company has a very good reputation in the industry achieving national recognition for the service it provides."
Acumen is celebrating its 15th year in business in 2021. Managing director Angela Maher said: “Many of our clients, who include everyone from experienced investors to absolute beginners, have been with us since I set up the company in 2006.
“Despite the pandemic, we’ve continued to offer a full service to all of them making sure we’re here and available to answer any questions.
“Diane’s appointment means we can continue to focus on service, not targets and help many more people plan for a long and happy retirement.”
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