Growth sparks appointment and promotion at Acumen

Sustained growth has resulted in a promotion and a new appointment at Burscough-based Acumen Financial Partnership.

Craig Carlton, a former British soldier, has joined the firm as a financial planning co-ordinator, supporting the team of senior advisers.

Celia Evans, who first joined the company 16 years ago, is promoted to a director alongside founder Angela Maher and director Jon Landy.

Jon Landy, director, Acumen Financial Partnership said: “Both these appointments mark a sustained period of growth for the business as we attract more clients from across the region.

“With a 22-strong team managing around £420m of client investments we’re confident about our ability to provide a personal approach that changes people's lives.

“I’m also thrilled that one of our financial planners Daniel Frampton, was recently named one of the top 35 next generation advisers by a leading industry magazine.

“Daniel joined Acumen as an apprentice in 2018 and is the perfect example of our business model of bringing in experienced advisers to mentor the advisers of the future.”

Celia Evans, director, Acumen Financial Partnership said: “I joined the firm in an administrative role on a part-time basis in 2007 and it was the support I received which encouraged me to become a financial adviser before qualifying as a chartered financial planner."