A Merseyside based independent financial adviser has appointed two new consultants to its growing team.
Caroline McCarthy and Phil Jones have joined Acumen Financial Partnership in Maghull after more than 20 years’ experience as trusted advisers in the banking sector.
Caroline qualified 15 years ago as a financial adviser after a career at the Britannia Building Society while Phil’s background is with one of the major high street banks, advising private banking clients.
Angela Maher, managing director of Acumen said:
“For the last 7 years, we’ve been giving our clients more control over their finances. Both Caroline and Phil have strong track records of providing a dedicated service and join a close-knit team of financial planners who are accessible and driven by getting results and not by targets.”
Phil Jones said:
“Working for a bank it was quite restrictive in terms of the advice I could give to clients. Acumen offers a full range of financial advice from pensions to investment planning for a wide range of clients across Merseyside and West Lancashire. These clients include everyone from experienced investors to absolute beginners, helping them to make sense of financial planning and to make their money go further.”
Caroline McCarthy said:
“The financial world can sometimes be seen as a confusing place and at Acumen we give clear, open and honest advice to all clients which is understandable and straightforward. Our advice is also affordable with a flexible payment plan to suit individual needs.”
To make an appointment with one of Acumen’s advisers call 0151 520 4353 or for more information visit www.acumenfinancial.co.uk or email firstname.lastname@example.org