West Lancashire independent financial adviser Acumen Financial, announces two new appointments following a significant investment earlier this year

Months after securing a strategic investment from One Point Advisory Services West Lancashire independent financial adviser Acumen Financial announces two key appointments.

Burscough-based Acumen has appointed independent financial adviser John Cummings and paraplanner David McDonald.

With more than 35 years’ experience in the industry, John has held senior roles with wealth management firms AJ Bell, Ludlow and Mattioli Woods, while David spent seven years in managerial roles with British Airways before moving into financial services.

Angela Maher, chief executive of Acumen said: “Both John and David have proved to be the right fit and crucial appointments as we look to further grow our reputation as a regional champion in the industry.

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“We are blending our team to make sure we can continue to deliver the best outcomes for our clients with a jargon-free, easy to understand approach. The business continues to grow and we remain on track for a record-breaking year.”