Liverpool ECHO business feature for Boxed Off client

Angela Maher

We could do this for your business…

Boxed Off Communications recently secured significant coverage for our client Acumen Financial Partnership, in the form of a business feature in the Liverpool ECHO.

The feature, titled ‘How I Made It?’, focuses on an individual within a local business and allows them the opportunity to chart their route to business success, while promoting their business and inspiring other would-be entrepreneurs along the way.

Here’s the piece we put together for Angela Maher, the managing director of Acumen Financial Partnership Ltd:

“My journey through the business world has been a steady, positive climb over the past 34 years, which has seen me make it from an intern at an insurance company to become the managing director of a successful team of financial advisers.

Acumen Financial Partnership specialises in tailor-made investment, retirement and wealth transfer plans for clients. I am also a qualified pensions’ specialist and regularly advise on final salary/public sector pension schemes.

When I graduated in 1981, the idea of managing my own financial planning firm seemed a distant goal, but I put everything I could into those first steps on my career path through the financial services industry.

I immediately loved the daily interaction with clients, either face-to-face or on the phone. Early days at work saw me rise through the ranks of two major insurance companies.

Despite being offered a number of exciting management opportunities, my aim was always to work directly with clients. In order to continue a path towards these goals I moved to a new role, heading up a financial services venture for a firm of solicitors, shortly followed by a partnership with an independent financial adviser.

After a tremendously fulfilling 15 years in the financial sector I decided the time was right to realise a further career goal and establish Acumen Financial Partnership Ltd. This was back in 2006 and the business continues to go from strength-to-strength.

From our offices in Burscough we service a North West client base with over £100m worth of funds under management and we are currently in the process of expanding our premises.

I believe our success has been achieved thanks chiefly to the quality and clarity of the advice we give. But, it’s also important for any client-serving business to maintain an open door policy to its customers when it comes to accessing advice. It’s something we certainly pride ourselves on.

There is a very high level of trust placed in a financial planner – the service you provide has parallels to the family doctor of old. My advice to others trying to make it would be to remember that fact.

Remember that you are a listening ear and a practical guide, acting decisively when it is right to do so and always bringing a client the reassurance that they are in safe hands.”

If your business could benefit from a similar boost to its profile, contact Boxed Off Communications by calling 0151 304 7017 or via email: or this link.