Firm appoints Chartered planner and breaks £250m funds barrier

North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.

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Planner boosts clients to more than 950 in record 18 months

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

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Acumen scoops CISI Financial Planning Firm of Year

The CISI last night announced the winners of its annual Financial Planning Awards at its Gala Dinner at the CISI Financial Planning Conference, with Acumen Financial Planning taking the trophy for Accredited Financial Planning Firm of the Year.

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