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.


Lancashire Financial Planner and IFA expands with acquisition

West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.


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.”


North West IFA hires Financial Planning co-ordinator

Lancashire-based firm Acumen Financial Partnership has announced that director Jon Landy has increased his shareholding in the business to 35% and the firm has also appointed Lucy Molina as its new Financial Planning co-ordinator.

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