A former British soldier is the latest recruit to a West Lancashire based financial firm.
Craig Carlton joins Acumen Financial Partnership, whose head office is in Burscough, as a financial planning co-ordinator, supporting the team of senior advisers.
This latest appointment comes as Celia Evans, who first joined the company 16 years ago, is promoted to a director alongside founder Angela Maher and director Jon Landy.
Jon Landy, director, Acumen Financial Partnership said:
“Both these appointments mark a sustained period of growth for the business as we attract more clients from across the region.
“With a 22-strong team managing around £420 million of client investments we’re confident about our ability to provide a personal approach that changes people’s lives.
“I’m also thrilled that one of our financial planners Daniel Frampton, was recently named one of the top 35 next generation advisers by a leading industry magazine.
“Daniel joined Acumen as an apprentice in 2018 and is the perfect example of our business model of bringing in experienced advisers to mentor the advisers of the future.”
Celia Evans, director, Acumen Financial Partnership said:
“I joined the firm in an administrative role on a part-time basis in 2007 and it was the support I received which encouraged me to become a financial adviser before qualifying as a chartered financial planner.
“My journey is proof of how Acumen invests in its people to deliver the best outcomes for its clients.”
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 X: @AcumenF.
