Record turnover for financial firm

Record turnover for financial firm

by Henry James (July 2022)

BOSSES at West Lancashire Independent Financial Adviser (IFA) Acumen Financial Partnership have said they have enjoyed their most successful year yet.

The Burscough-based (IFA) recorded a 36% increase in turnover and currently has £395m funds under management, which is up 12.8% on the same time last year.

In the same period, the team has increased by three, bringing the headcount up to 21.

Angela Maher, managing director at Acumen Financial Partnership said: “These are the company’s best figures in its 16th year of business and are testament to the commitment and hard work of the team.

“It shows we are continuing to grow with more people trusting us to deliver clear, friendly and straightforward financial advice.”

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