At Acumen, every member of our team have a common goal – to give you the best possible service and to help you put together a working strategy that brings clarity and common sense to your financial matters.
Clients of Acumen Financial Partnership will find that the focus on personal attention will come not only from their adviser but from the support team too, so it is important to introduce everyone
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I have worked in Financial Services since graduating in 1981, initially for two major insurance companies but despite being offered a number of exciting management opportunities, my aim was always to work directly with clients. I took the first step towards this by heading up a financial services venture for a firm of solicitors followed by a partnership with an independent financial adviser. I then joined David Roberts and Partners, one of the leading Insurance Brokers in the North West and spent a number of years working with them as a consultant.
I had nurtured the idea for a firm which would genuinely enhance the financial wellbeing and life experience of its clients long before establishing Acumen Financial Partnership Ltd in 2006. I set out to provide a service based on a genuine determination to give the best possible advice in clear, plain English, offer real value for money and maintain an open door policy with access to a team of highly trained committed and caring advisers. There is a very high level of trust placed in a financial planner and the service we provide has parallels to the family doctor of old. We are a listening ear and a practical guide, acting decisively when it is right to do so and bringing you the reassurance that you are in good hands. We will call in the right specialists when needed and keep in regular contact with our clients to make sure that your financial plans are kept on track as the months and years go by. We respect our clients and bring what we think of as traditional “family values” to the work we do.
I now specialise in tailor made investment, retirement and wealth transfer plans for clients. I am qualified as a Pensions Specialist and regularly advise on Final Salary /Public Sector pension schemes. I do a great deal of work with professional partnerships and owner managed businesses including advising on property purchase via Small Self-Administered Schemes and Self Invested Pension Plans.
I live in Aughton, West Lancashire with my husband Simon, two sons, Andrew and Daniel and our four dogs. Simon and I are regularly walkers around the coast and mountains of North Wales and we often joined by Daniel, our younger son. I am a keen horse rider and I also enjoy music and theatre as well as cooking and spending time with my family and friends.
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After graduating from Sheffield University in 1997, I joined Barclays Bank Plc. I worked my way through a number of different roles before attaining the position of Financial Planning Manager advising clients on Investment, Pensions, and Protection, in the West Lancashire area.
I moved into the independent world in 2004 working as an adviser for Potter and Minnis Ltd before joining Acumen in 2009.
Having been with Acumen for over 3 years I have taken pride in helping the company go from strength to strength based on the underlying ethos of providing quality advice in a clear and straightforward manner. Financial Planning can seem a daunting and complex subject with ever changing regulations and ever increasing options. It is my passion to steer clients through the process giving them a clear and understandable solution to fit their individual needs. It is important to acknowledge that financial planning is not something that can be covered in one meeting. My aim is to provide help and on-going advice to clients throughout their entire financial journey, whatever age they may be.
I offer advice over a wide range of areas, including Investments, Pensions, Protection and Mortgages, with a lot of my time spent with company directors on more complex pension planning cases.
I live in Birkdale with my wife Katie and two young boys, Harry and Freddie, with whom I spend as much time as I possibly can. I am a keen gym goer, golfer and F1 fan.
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A graduate of Sheffield University, I developed my professional experience at Swiss Life Insurance and the Littlewoods Organisation.
After joining the Acumen team in 2007 I gained the Diploma in Financial Planning and advanced my financial management experience specialising in pensions and investments.
A mother of two I’ve always been very much a ‘people person’ and understanding clients’ concerns and circumstances is key to everything I do.
I’m very aware that each client has unique requirements so being a good listener is invaluable – if you prefer or need to discuss your finances at home, I will come to you.
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Leaving school in 1989 at the age of 16, I started work for one of the main High Street banks, a career choice that proved ideal. I made my way up through a series of different roles, finding each more challenging and interesting than the last and after 15 years, in 2004, I was promoted to Financial Planning Manager working in the Liverpool and Chester area.
The responsibility for providing Private Banking Clients with the sort of detailed advice on their investments, business and family life assurance protection and of course, their retirement plans was something I found immensely satisfying. Developing the sort of personal relationships with those clients, making a difference to them and then working with them over the years has provided me with some very happy memories.
My goal has always been to provide my clients with a trusted service, something I am looking forward to developing even further as an independent adviser. Acumen has a clear commitment to individual, personal attention and this recognises that no two clients are the same. The prospect of working with such a dedicated and supportive team means that I am now able to offer the kind of service I have always aimed for in the knowledge that I am no longer restricted in the range of options I can offer to clients.
I have lived in Formby for most of my life and it is now home to me, my wife Sue and our three children – not forgetting their pet rabbits, guinea pigs and hamsters! Family life is very important to me but I do also like to find a little time for snooker and supporting Liverpool FC.
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My 30-year career in the Financial Services Industry began in 1984, working with Royal Life Insurance in Liverpool. Over the course of an 11-year tenure, I worked in both the Life and Pensions New Business departments, gaining invaluable knowledge and experience in both areas.
In 1995, I joined Griffiths & Armour in Liverpool, working in the Financial Services department, where I trained as an Independent Financial Adviser, gaining my Diploma in Financial Planning. I continued as an adviser when Griffiths & Armour Financial Services were acquired by Charles Stanley in 2008.
I endeavour to build long-standing relationships with clients based on trust, honesty and integrity. With me they know that they can speak to me about any issues, and ask any questions, no matter how big or small.
My goals are to continue to offer the best possible service to clients and to develop my advisory skills further, as well as enjoying being part of the successful Acumen team.
I am from the Wirral and currently live in Meols. In my spare time I enjoy cooking, reading, travel and spending time with family and friends.
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I have worked for Acumen for just over year joining the team in May 2015. I began my career in the Financial Services Industry 15 years ago as a Personal Assistant. After five years I moved on to become a Financial Planning Administrator, specialising in pensions, investments and protection insurance.
To further my development I undertook the Chartered Insurance Institute Certificate in Financial Planning, which I completed in November 2009. I continued to gain a great deal of hands-on knowledge and experience, whilst continuing with my exams to then gain the Diploma in Financial Planning in May 2015.
Wishing to progress further in my career and gain more experience, I was fortunate enough to be offered a position with Acumen. I will be working as a Paraplanner assisting the Advisers to produce the relevant research, recommendations and reports for our clients.
I am looking forward to being part of the successful team at Acumen and providing an excellent service to our clients. In my spare time I am learning to play the piano and I sing as part of a gospel choir. I also enjoy gardening, reading, going to the gym and spending time with family and friends.
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After graduating from Durham University in 2007 with a degree in Business Finance, I joined the NHS where I spent the first few years working in the Commissioning Department at the University Hospital of North Staffordshire. From this initial role I progressed to a position at Shrewsbury and Telford Hospital in the Contracts and Performance Department.
I particularly enjoyed the financial aspect of my role in the NHS but began to realise that I wanted a more people orientated career so when a friend mentioned that there was a vacancy for a Trainee Financial Adviser at Acumen Financial Partnership I leapt at the opportunity to apply.
I had to complete a very comprehensive, 4 year training programme with Acumen during which time, as well as academic study, I had the benefit of working for clients alongside my highly experienced colleagues. After passing all the compulsory exams, I was awarded my Diploma in Regulated Financial Planning and was appointed as an Independent Financial Adviser in 2016.
The experience I gained during training has made the step up to Adviser status very natural and I have taken to my new role very quickly. I’ve already worked extensively with solicitors, accountants and some of the UK’s top investment managers and I’m now looking forward to building on these relationships, adding value and making a positive difference to our clients’ financial plans.
Originally from Staffordshire, I now live in Burscough with my wife Jenny and enjoy an active social life. Over the last few years I have dedicated most of my time to working on our house, and where possible going to the gym. When I’m not at the gym or practicing my handiwork at home I enjoy travelling and the theatre.
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I joined Acumen in May 2006 having previously worked for a large Insurance Company where I had already gained valuable experience within a Financial Services and customer orientated environment.
I provide administrative support to the advisers -this includes gathering information of clients’ contracts and preparing illustrations and documents necessary for the client meeting. I also specialise in the Wrap services we offer and provide the detailed administrative knowledge of the different Wrap options which our advisers need in addition to assisting them in the research needed before recommendations to clients are finalised. Liaising with clients to arrange meetings, updates and provide valuations and any ongoing changes they may require is an increasingly important part of my job here. I also assist clients by providing support and guidance to help them make the most of the internet based services we can offer.
I live in Waterloo with my husband Simon and two young daughters Abbie and Emma and enjoy a busy family life.
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I joined Acumen in August 2006 as a member of the administration team. As part of my role, I liaise with our Advisers arranging for comparative illustrations for a variety of investment, life assurance and pension plans and I also deal with the processing of many of the ISA, life assurance, pension and annuity applications we receive. This also means that I take an active role in ensuring that our clients are kept up-to-date with the progress we are making for them – it will often be me that calls our clients to keep in touch and let them know that everything is progressing as it should be.
We are frequently able to negotiate better terms e.g. for annuities, so our clients benefit from the best rates available in the market. We have a streamlined process to achieve these improved results in the shortest time meaning that our clients get their payments with the minimum fuss.
We pride ourselves on the comprehensive service we offer and present the alternatives in a clear, easy to understand format and I have been actively involved in how Acumen has developed this aspect of our business. I have passed the CII Financial Planning Certificate, Mortgage Advice and Lifetime Mortgage Activities examinations and am developing my knowledge further by studying for the CII Investment & Risk examination. I’m married with one daughter and live in Southport
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I have been working in the financial services industry for over 25 years, initially for an Insurance Company, then one of the UK’s largest Insurance Brokers and finally for a local Independent Financial Adviser. I gained huge experience and knowledge of the industry during this time and I currently hold the Financial Planning Certificate Parts 1 & 2 with just the final component to complete so as to gain the Cert PFS qualification.
I joined Acumen in 2010 and became part of a successful team. My role involves providing the advisers with a high-quality administration service pertaining to pension, investment and protection planning.
My duties include compiling all the relevant research and production of preliminary reports for the advisers. I then continue to work with the advisers to produce the final report and recommendations for presenting to our clients. I am also actively involved in the implementation of our recommendations. In addition I deal with queries from clients, advisers and colleagues, and keep up to date with industry and FSA legislation and product awareness.
I live in Crosby with my husband. In my spare time I enjoy going to the gym, reading and entertaining family and friends.
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As a new member of the administration team at Acumen, I bring with me over 30 years’ experience in the financial services industry, working for Insurance companies and a local Independent Financial Adviser.
I have gained a great deal of experience and knowledge during this time and currently hold the Life & Pension Financial Planning Certificate 1 & 2.
I provide administration support to the Financial Advisers, which involves preparation of research and production of preliminary reports for the advisers. My duties also involve obtaining illustrations, portfolio valuations, processing of new business and liaison with advisers and clients on a daily basis relating to investments, pensions and protection.In addition, I ensure I am kept up to date with compliance matters and current FCA legislation.
I live in Rufford with my husband Barry and my daughter and son, Lucy and Hugh. I enjoy baking, dressmaking, walking my dog and spending time with family and friends.
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I have worked in the Financial Services sector for more than 20 years. I began my career at ADA Independent Financial Advisers in Southport, where I remained for nine years. I then took up a position at Griffiths & Armour Insurance Brokers in Liverpool, who were acquired by Charles Stanley in 2008. During my tenure there, I progressed from an administrative role to achieve a Diploma in Financial Planning. After gaining my qualifications, I worked as a paraplanner for 11 years, followed by stints at David Roberts and Partners and Plus Group.
I was approached by Angela to join Acumen in late 2016. I was incredibly impressed with how diligently clients were looked after and with the professionalism and friendliness of the team, that I leapt at the chance to join the firm. In my role as Financial Planning Executive at Acumen, I work closely with the financial advisers, conducting thorough research to recommend the most competitive products for our clients. My main areas of focus are predominantly pensions and investments.
I live in Southport with my husband Peter and our daughter Kate. In my spare time, I enjoy days out with the family, taking full advantage of our National Trust membership to visit stately homes, castles and natural wonders. I also enjoy eating out, going to the cinema and my role as ‘Mum’s Taxi’ ferrying Kate to Brownies, swimming and all her other many activities!
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I am the newest member of the Acumen team, having joined the business in May 2016. After leaving education in 2012, I joined a large insurance management company as a Pensions Adviser and eventually moved within the company to a Corporate Incidents Administrator role. This helped me to expand my pensions and financial knowledge, and during this time I completed the FA1 exam in Life Administration.
Wanting to further my long-term goal of becoming a Financial Adviser or Paraplanner, I was lucky enough to be offered a post with Acumen Financial Partnership. My role involves providing administration support to Financial Advisers, including preparing preliminary reports and research, dealing with queries from clients and obtaining illustrations and valuations.
I live in Liverpool, surrounded by a large, tight-knit family; of which I am the youngest of four. In my spare time I enjoy spending time with my family, friends and boyfriend, as well as enjoying extreme sports such as skiing, horse riding, white water rafting and lots of other adrenaline sports.