×


Home About Contribute Media Kit Contact Sign In
×







.


Finance Industry News

Lancashire IFA announces investment event to mark northern expansion


Lancashire IFA announces investment event to mark northern expansion


"Were committed to working hard for our client base in Wyre, in Burscough and right across the North West and we hope to bring more events like this to North Lancashire in future"
Angela Maher, Acumen's Managing Director



A Lancashire IFA is hosting a free investment advice event this month to mark its expansion north into the county.

Burscough-based Acumen Financial Partnership took over Wyre Investment and Financial Management in Pilling, Wyre, almost six months ago and has announced a Financial Advice Seminar to benefit private investors and business owners in North Lancashire.

Ben Gutteridge, Brewin Dolphin’s Head of Fund Research; Andy Lee, Marketing Director at Fortress Group; and Liz Warren who heads up Acumen’s Pilling Office will be discussing personal investments, inheritance tax and pensions planning, along with how Brexit might impact these in future.

Angela Maher, Acumen’s Managing Director, said:

“Since our expansion further into Lancashire, we’ve been keen to host an event both welcoming our new clients and offering clear, straightforward financial advice to benefit a range of investors.

“We’re committed to working hard for our client base in Wyre, in Burscough and right across the North West and we hope to bring more events like this to North Lancashire in future.”

Senior adviser Liz Warren, who heads Acumen’s Pilling office, said:

“This event promises to be a great introduction to financial planning, tailored to interest a range of investors while making the topics interesting and useful for all, covering everything from basic tax planning to organising a lifetime ISA for children or grandchildren.”

The event comes during a successful start to the year for Acumen which saw MD Angela Maher featured in The Times’ Top Rated Financial Advisers for the third year running, one of just two independent advisers from West Lancashire to make the 2019 list.

The free to attend afternoon seminar takes place at 2.30pm on April 30, at Garstang Golf Club.

Full details of the speakers and the event are available online at: www.acumenfinancial.co.uk/news while bookings to attend can be made by emailing: info@acumenfinancial.co.uk on a first-come, first-served basis.

To make an appointment with one of Acumen's advisers call 0151 520 4353. For more information, visit: www.acumenfinancial.co.uk or follow on Twitter: @AcumenF

.


Finance Business News - The national awards, which are held in association with ContractorUK and FreeAgent, are highly sought after across the entire accounting industry as they recognise the top contractor suppliers across the UK.


Gorilla Accounting Nominated For Prestigious National Award

Finance Business News - Salford Credit Union is recruiting for a treasurer to donate their time and skills in order to support the organisation s next phase of development - as it improves its offer to compete with high street lenders.


Salford Credit Union appeals for financial services expert to join their board

Finance Business News - Salford Credit Union has created its own face mask to protect Salfordians health while they are out shopping in the city and help them to avoid a fine.


Credit union launches face masks to help Salfordians stay safe and avoid a fine

Finance Business News - West Lancashire IFA Acumen Financial Partnership has added to its team and strengthened the company s commitment to training up talent.


New Appointment at West Lancashire IFA

Finance Business News - The government is to legalise the remote witnessing of wills making it easier for people to record their final wishes during the coronavirus pandemic.


 Video-witnessed wills to be made legal during coronavirus pandemic

Finance Business News - Bridgnorth-based Clickingmad has been working behind the scenes with national financial services firm Ascot Lloyd for around six months to provide a complete overhaul of its digital assets including a re-design of its website, which has now gone live.


Shropshire web agency celebrates national contract win