A Merseyside based independent financial adviser has appointed an experienced administrator to support its growing team of advisers.
Paula Molina joins Acumen Financial Partnership in Maghull after more than 30 years in the financial services industry, primarily working for insurance companies.
Angela Maher, managing director of Acumen said:
“As the business continues to grow, it’s important that we have the right level of experienced support in place for our team of advisers and for our clients.
“Paula is up to speed with compliance matters and current Financial Conduct Authority (FCA) legislation and will join the in-house team which is the main link between the clients and the advisers.
“Her role is therefore absolutely key and will help us grow existing relationships and build new ones.”
Paula Molina, said:
“Having worked in the industry for many years, I know all about Acumen’s track record of giving honest advice in an easily understandable way.
“I’m delighted to be joining the company at such an exciting time and look forward to helping people understand financial planning, which I know can seem very confusing and complicated.”
Earlier this year, Acumen reported a 25% growth in its business and has recently announced plans to move to new, bigger premises in West Lancashire.
To make an appointment with one of Acumen’s advisers call 0151 520 4353 or for more information visit www.acumenfinancial.co.uk or follow us on Twitter @AcumenF