×


Home About Contribute Sponsorship Contact Sign In
×







.


Finance Industry News

New Appointment at West Lancashire IFA


West Lancashire IFA Acumen Financial Partnership has added to its team and strengthened the company's commitment to training up talent. As the independent financial adviser's new receptionist, Caitlin Jones is the first person visitors to the company's Burscough office will meet.

New Appointment at West Lancashire IFA


"Against the challenging backdrop of recent months, it's great to be able to attract young talent who see their long-term future in the financial services industry."
Jon Landy, Director at Acumen



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

As the independent financial adviser’s new receptionist, Caitlin Jones is the first person visitors to the company’s Burscough office will meet, with her appointment bringing Acumen’s headcount up to 18.

With 9 qualified advisers and more than £260m funds currently under its management, Acumen has continued to offer a full service to its clients throughout the pandemic with none of its staff furloughed.

The Swordfish Business Park office reopened earlier this month with staff split into two teams working flexibly making more space available for clients to meet with their advisers.

Jon Landy, director, at Acumen said:

“Our teams were working from home on alternate days even before lockdown so the working arrangements now being adopted by companies across the board are already familiar to them.

“Against the challenging backdrop of recent months, it’s great to be able to attract young talent who see their long-term future in the financial services industry.

“We have a strong record of bringing people into the company and backing them throughout their professional development journey.

“Caitlin’s appointment further highlights this commitment and I’ve no doubt she has a bright future with Acumen and will play her part as we look to strengthen further.”

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. 

.


Finance Business News - With the world facing the greatest public health crisis in living memory and public sector borrowing at record levels, leading economic historian, Dr George Maher, argues that the root causes of many of the economic disasters of our time are much the same as those of the Roman Empire.


Pugnare - George Maher's lessons from the economic collapse of Rome

Finance Business News - Warrington Credit Union has merged with a Wigan credit union to offer customers new online financial services, text updates, and a larger range of affordable loans.


Warrington Credit Union merges to provide customers with new online services

Finance Business News - Unify Credit Union has increased its borrowing limits to support people who may be struggling as a result of the pandemic and stop them from becoming another statistic.


Wigan credit union offers help to financially vulnerable affected by Covid-19

Finance Business News - Manchester Credit Union has been announced as the only finalist from the Greater Manchester region at the Consumer Credit Awards.


Manchester Credit Union shortlisted for national award

Finance Business News - The credit union currently has 10,000 members across Wigan, Leigh, Chorley, and Skelmersdale. The expansion aims to support residents in Warrington and South Ribble with loans and savings products that will be easily accessed online, on the phone, and in-branch.


Credit Union expands its ethical financial services in Lancashire and Cheshire

Finance Business News - South Manchester based accountancy firm Leavitt Walmsley Associates LWA are thrilled to announce they are due to return as an official Manchester Storm sponsor for the 20 21 Ice Hockey Elite Series LWA first came on board with the local club during the 2017 18 Elite League season and have continu...


LWA Return as Official Sponsor for the 2021 Ice Hockey Elite Series






Ten Times Ten

Analytics, Modelling & Business Intelligence Specialists