Firm appoints Chartered planner and breaks £250m funds barrier
- Friday, 04 October 2019
- Articles
North West IFA Acumen Financial Partnership has broken through the £250m barrier for funds under its management.
Read more...Lancashire Financial Planner and IFA expands with acquisition
- Friday, 09 November 2018
- Articles
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.
Read more...Planner boosts clients to more than 950 in record 18 months
- Monday, 16 April 2018
- Articles
A Lancashire Financial Planner has increased her clients to over 950 after a period of “outstanding growth.”
Read more...North West IFA hires Financial Planning co-ordinator
- Friday, 14 July 2017
- Articles
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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