West Lancashire IFA Acumen Financial Partnership has further strengthened its team with the appointment of a new Financial Planning Co-ordinator.
Diane Livesey joins the independent financial adviser from Standard Life bringing the company’s headcount up to 19.
This year also marks the Burscough-based firm’s 15th year of providing expert financial advice to its clients.
Angela Maher, Managing Director, Acumen Financial Partnership said:
“Many of our clients, who include everyone from experienced investors to absolute beginners, have been with us since I set up the company in 2006.
“Despite the pandemic, we’ve continued to offer a full service to all of them making sure we’re here and available to answer any questions.
“We’ve all had to adapt to different ways of working and splitting our team into two groups has also given us the flexibility to meet clients at our offices in Swordfish Business Park.
“Diane’s appointment means we can continue to focus on service, not targets and help many more people plan for a long and happy retirement.”
Diane Livesey, Financial Planning Co-Ordinator, Acumen Financial Partnership said:
“I’ve spent almost 25 years supporting financial planners around the region and look forward to using this experience to help Acumen grow.
“The company has a very good reputation in the industry achieving national recognition for the service it provides.”
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.