A West Lancashire based Independent Financial Adviser (IFA) has appointed a new Financial Planning Co-ordinator.
Kellie Williamson joins the 21-strong team at Acumen Financial Partnership whose head office is in Burscough.
The company has just recorded a 36% increase in turnover and has £395m funds under management, which is up 12.8% on the same time last year.
Angela Maher, Managing Director, Acumen Financial Partnership said:
“We’ve just experienced the most successful year in the 16 years since I founded the business.
“Kellie’s appointment further strengthens the team who support our advisers. They play a key role and are often the first port of call for our clients.
“We are continuing to grow with more people trusting us to deliver clear, friendly and straightforward financial advice.”
Kellie Williamson, Financial Planning Co-ordinator said:
“With five years’ experience in financial services, I have recently moved to the area from the Midlands.
“It’s a very close knit team of advisers and support staff and everyone has been really welcoming which is helping me to settle in the area.
To make an appointment with one of Acumen’s advisers either online or in person call 0151 520 4353. For more information, visit: www.acumenfinancial.co.uk or follow on Twitter: @AcumenF.