Burscough-based Independent Financial Adviser (IFA) Acumen Financial Partnership are celebrating their most successful year yet.
Acumen Financial Partnership recorded a 36% increase in turnover and currently has £395m funds under management, which is up 12.8% on the same time last year. They have also recruited three new members of staff during the same period, as a result of their continued growth.
Angela Maher, managing director of 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 were also finalist in the Lancashire Business View Red Rose Awards 2022 for the Small Business Award and Angela has been named as one of the top rated advisers in the 2022 Guide to Top Rated Financial Advisers.
Massive congratulations to Acumen Financial Partnership!