Monday, 16 April 2018 09:09

Planner boosts clients to more than 950 in record 18 months

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Angela Maher Angela Maher

A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”

Angela Maher founded Acumen in 2006 and has built the company solidly and successfully and the last 18 months have proved to be record-breaking, with growth of over 60%, the company reports.

Specialising in individually-focused investments, retirement and wealth transfer plans, Ms Maher is a qualified pensions specialist, who regularly advises on final salary and public sector pension schemes.

She was named among the country’s top 250 IFAs by The Sunday Times and is a regular guest on Tony Snell’s BBC Radio Merseyside breakfast show, discussing breaking news stories and financial matters.

Ms Maher said: “One way we gauge our success is by looking at the total amount of investment funds we manage on behalf of our clients.

“From 2013 to 2016 the company increased its total funds managed by around £50m, but in 2017 we managed to beat that growth figure in less than one year, achieving a total of over £160m for funds under management.

“That figure currently stands at just under £175m.

“It’s a wonderful milestone for the business to reach, but we’re not going to rest on our laurels.

“My goal is to continue to build this company and spread the word about Acumen across the North West region and beyond.”

Jon Landy, a co-director and 35% shareholder in the business, has recently helped raise the profile of Acumen through organising regular financial planning seminars, hosted by the company at its Burscough, Lancs, headquarters.

He said: “We’ve held two incredibly successful forums where our clients are free to come along and listen to invited experts speak on important topics which could affect their lives and investments.

“I’m pleased to say we’ve been able to bring speakers from companies like Rathbones, Hill Dickinson and Investec to our offices to illuminate our guests.

“We’ll certainly be looking to host another forum event later this year.”

 

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Last modified on Monday, 16 April 2018 11:51
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