Mon - Fri. 9:00 - 17:00

Call:

0151 520 4353

Email:

[email protected]

About Us

Team Members

With more than 170 years of combined experience, the team at Acumen Financial works tirelessly to help you to secure your financial goals.

Angela Maher

Managing Director

Angela Maher, BA DipPFS

Daniel Frampton

Chartered Wealth Manager

Daniel Frampton Chartered MSCI

Jon Landy

Director, Independent Financial Adviser

Jon Landy, BSc (Hons) DipPFS

Director, Chartered Financial Planner

Celia Evans, BA(Hons) APFS

Paul Rathbone Acumen

Chartered Financial Planner

Paul Rathbone BA (Hons) FPFS

Mike Moore Acumen

Chartered Financial Planner

Mike Moore BA (Hons) APFS

Independent Financial Adviser and Mortgage Adviser

Phil Jones, DipPFS

Helen Whiting Acumen

Independent Financial Adviser

Helen Whiting, DipPFS

Jenny Jones Acumen

Independent Financial Adviser

Jenny Jones, DipPFS

Trainee Financial Planning Co-ordinator

Rebekah Winstanley

Alex Dunk Acumen

Independent Financial Adviser

Alex Dunk, BA (Hons) DipPFS

Paula Molina Acumen

Financial Planning Co-ordinator

Paula Molina

Julie Murphy Acumen

Business Support Manager

Julie Murphy

Joanne Wilden Acumen

Financial Planning Executive

Joanne Wilden, DipPFS

Sarah Jump Acumen

Financial Planning Co-ordinator

Sarah Jump

Jayne Clarke Acumen

Financial Planning Co-ordinator

Jayne Clarke

Jill Taylor Acumen

Trainee Financial Planning Co-Ordinator

Jill Taylor

Emma Chegwin Acumen

Financial Planning Co-ordinator

Emma Chegwin

Diane Livesey Acumen

Financial Planning Co-ordinator

Diane Livesey

Cathy Holme Acumen

Accounts Manager

Cathy Holme

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