West Lancashire based Acumen Financial Partnership has further expanded its team with the appointment of a paraplanner to work with the firms’ financial advisers.
Julie Cranny, from Crosby, joins Acumen from Charles Stanley Financial Partnership where she worked for 15 years.
Angela Maher, managing director of Acumen Financial Partnership, said:
“The people who support our financial advisers play a key role in ensuring our clients get the best possible service.
“Many people are getting in touch looking for impartial advice particularly around the issue of pensions.
“Getting the right team in place with the right skills means we can give the right advice to our clients to help their future financial planning.”
Julie Cranny, paraplanner at Acumen Financial Partnership, said
“I’m delighted to be joining Acumen Financial Partnership as it has a really good reputation in the sector.
“It’s also an exciting time at the company with the move to new offices in Burscough and more people set to join the team.”
Last month Acumen Financial Partnership moved from Maghull to new premises at Swordfish Business Park, off Higgins Lane and also opened an office in Liverpool to deal with its continued expansion and growing client base.
To make an appointment with one of Acumen’s advisers call 0151 520 4353 or for more information visit www.acumenfinancial.co.uk or follow us on Twitter @AcumenF