Burscough-based financial advisory business has also added chartered financial planner Celia Evans to its senior management team
West Lancs financial advisory firm Acumen Financial Partnership has broken through the £250m funds under management.
The Burscough-based IFA has also added chartered financial planner Celia Evans to its senior management team. She has been with the business since 2007 and achieved chartered status earlier this year. She will add compliance to her remit.
Just under a year ago Acumen expanded further north into the county with the takeover of Wyre Investment and Financial Management in Pilling. The company’s founder Angela Maher is also featured in The Times’ Top Rated Financial Advisers for the third year running.
Jon Landy, director, at Acumen said: “This latest milestone is significant and shows we are continuing to grow with more people trusting us to deliver clear, friendly, quality advice. As the business moves forward into its next phase of growth, Celia’s expert advice as part of the management team will be key.
“Acumen now has a team of 17 and we are confident that the company is well equipped to face any challenges ahead.”