We’re pleased to announce that Acumen has enjoyed one of the most successful 18 months in our history. During that time, we’ve achieved an unprecedented 60% growth. Of course, it goes without saying that none of this would be possible without you – our valued clients. Thank you for entrusting Acumen with your financial planning.
Our record-breaking 18 months
A good barometer of success for us is the amount of investment funds that we manage. We review these figures regularly and assess any trends to benchmark our performance. From 2013 to 2016 our total managed funds increased from £65m to £121m. In 2017, this figure increased to £160m and that figure currently stands at just under £175m.
“It’s a wonderful milestone for the business to reach, but we’re not going to rest on our laurels,” says Angela Maher, Managing Director at Acumen. “My goal is to continue to build this company and spread the word about Acumen across the North West region and beyond.”
Angela has been named among the country’s 250 top financial advisers by The Sunday Times and is a regular guest on Tony Snell’s BBC Radio Merseyside breakfast show, discussing breaking news stories and financial matters.
Here at Acumen, we are proud to say that our active client base now stands at 950 clients. Along with financial growth comes the expansion of the Acumen family. Our 17-strong team, including seven independent financial advisers, are among the best financial planners in the region and are dedicated to bringing you the most suitable, tailored financial approach.
Acumen goes the extra mile
Our co-director, Jon Landy, is an integral part of the reason Acumen has become one of the best financial advisers in the North West. Jon has worked tirelessly to raise Acumen’s profile through organising regular financial planning seminars, hosted at our Burscough offices.
“We’ve held two incredibly successful forums where our clients are free to come along and listen to invited experts speak on important topics which could affect their lives and investments,” says Jon.
“I’m pleased to say we’ve been able to bring speakers from companies like Rathbones, Hill Dickinson and Investec to our offices to illuminate our guests. We’ll certainly be looking to host another forum event later this year,” he adds.
Are you looking for dynamic, professional and well-respected independent financial advisers to help you achieve your goals and aspirations? For more information about how Acumen could go the extra mile for you, contact us today by calling 0151 520 4353 or emailing [email protected].