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Client Portal

Call:

0151 520 4353

Email:

[email protected]

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, Chief Executive Officer at Acumen Financial

Chief Executive Officer

Angela Maher, BA DipPFS

Jon Landy, Chief Operations Officer at Acumen Financial

Chief Operations Officer, Independent Financial Adviser

Jon Landy, BSc (Hons) DipPFS

Celia Evans, Chief Compliance Officer at Acumen Financial

Chief Compliance Officer, Independent Financial Adviser

Celia Evans, BA(Hons) APFS

Daniel Frampton, Investment Director at Acumen Financial

Investment Director, Chartered Wealth Manager

Daniel Frampton Chartered MSCI

Alex Dunk, Independent Financial Adviser at Acumen Financial

Independent Financial Adviser

Alex Dunk, BA (Hons) DipPFS

Paul Rathbone, Chartered Financial Planner at Acumen Financial

Chartered Financial Planner

Paul Rathbone BA (Hons) FPFS

John Cummings, Independent Financial Adviser at Acumen Financial

Independent Financial Adviser

John Cummings, DipPFS

Phil Jones, Independent Financial Adviser and Mortgage Adviser at Acumen Financial

Independent Financial Adviser and Mortgage Adviser

Phil Jones, DipPFS

Jenny Jones, Independent Financial Adviser at Acumen Financial

Independent Financial Adviser

Jenny Jones, DipPFS

Helen Whiting, Independent Financial Adviser at Acumen Financial

Independent Financial Adviser

Helen Whiting, DipPFS

Mike Moore, Chartered Financial Planner at Acumen Financial

Chartered Financial Planner

Mike Moore BA (Hons) APFS

Joanne Wilden, Financial Planning Executive at Acumen Financial

Financial Planning Executive

Joanne Wilden, DipPFS

Cathy Holme, Systems and Accounts Director at Acumen Financial

Systems and Accounts Director

Cathy Holme

Julie Murphy, Financial Planning Co-ordinator at Acumen Financial

Financial Planning Co‑ordinator

Julie Murphy

Sarah Jump, Systems and Training Manager at Acumen Financial

Systems & Training Manager

Sarah Jump

Paula Molina, Financial Planning Co-ordinator at Acumen Financial

Financial Planning Co-ordinator

Paula Molina

Jayne Clarke, Accounts Administrator at Acumen Financial

Accounts Administrator

Jayne Clarke

Diane Livesey, Financial Planning Co-ordinator at Acumen Financial

Financial Planning Co-ordinator

Diane Livesey

Emma Chegwin, Financial Planning Co-ordinator at Acumen Financial

Financial Planning Co-ordinator

Emma Chegwin

Financial Planning Co-ordinator

Rebekah Winstanley

David McDonald, Paraplanner at Acumen Financial

Paraplanner

David McDonald

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