West Lancashire IFA announces two new hires

By Tim Aldred

15 Jun 2023

Burscough-based Acumen Financial Partnership has capped a year of strong growth with the appointment of two new financial planning co-ordinators.

Emma Chegwin is an administrator with more than 15 years ofexperience in financial services and Rebekah Winstanley joins as a trainee with the firm supporting her to obtain further industry qualifications.

The move to take on two new hires follows a successful year for the independent financial adviser in which it took on 200 new clients and managed more than £400m of investments.

Angela Maher, managing director, Acumen Financial Partnership, said: “These appointments further strengthen the team who support our advisers and are often the first port of call for our clients.

“Emma’s experience and our commitment to supporting Rebekah proves how we like to not only bring in those already established within the industry but also to grow our own talent.

“We have built an award-winning team and we are continuing to grow with more plans to expand further into the county to support our expanding client base."

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