T: 0151 520 4353
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