A West Lancashire based financial firm has expanded its team with the appointment of a new senior adviser.
Paul Rathbone joins Acumen Financial Partnership, whose head office is in Burscough, after almost 25 years in the industry, most recently working for an Independent Financial Adviser (IFA) in Crosby.
Angela Maher, Managing Director, Acumen Financial Partnership said:
“As our business continues to grow, Paul’s experience means he is not only able to give our client’s expert advice but can also help with mentoring the advisers of the future.
“Our diverse team will benefit from his knowledge of the industry and real-life examples of how good pension planning can change people’s lives.
“In the last year we’ve taken on more than 200 new clients and we’re always looking for new people to ensure our clients receive the service they expect and deserve.
“I know Paul will help us meet that challenge and aid our future growth.”
Paul Rathbone, Chartered Financial Planner, Acumen Financial Partnership said:
“Acumen has a very good reputation in the industry with its focus on service, not targets, to help people plan for a long and happy retirement.
“It’s got a real family feel to it and a personal approach which means advisers can tailor plans to a client’s specific individual needs, which in turn gives better outcomes.
“I share the ambition of the Directors to look at how we can attract even more new clients and continue to grow across the county.”
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.
