West Lancashire Independent Financial Adviser (IFA) Acumen Financial Partnership has enjoyed its most successful year yet.
The Burscough-based IFA recorded a 36% increase in turnover and currently has £395m funds under management which is up 12.8% on the same time last year.
In the same period, the team has increased by three bringing the headcount up to 21.
Angela Maher, Managing Director, Acumen Financial Partnership said:
“These are the company’s best figures in its 16th year of business and are testament to the commitment and hard work of the team.
“It shows we are continuing to grow with more people trusting us to deliver clear, friendly and straightforward financial advice.
“Our approach of explaining complex financial matters in an easy to understand way means we have also become regular media commentators and asked for our views about current issues.”
The firm also has a team based in Pilling and Jon Landy, Director, at Acumen said:
“It’s been an uncertain time for investors but by staying connected to our clients during the pandemic we were able to reassure them that their savings were safe and would recover.
“We have a close knit and loyal team of advisers and support staff helping people make the most of their hard earned savings and making sure they make the right decisions, at the right time.
“The company, alongside some of the team, has in recent months been nominated, shortlisted and won awards which shows we are being recognised within the industry for the service we provide.”
Angela Maher has also just been named as one of the top rated advisers on VouchedFor 2022.
