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Client Portal

Financial Planning Co-ordinator

Jayne Clarke

Financial Planning Co-ordinator

Jayne Clarke

Call: 0151 520 4353

Meet Jayne

My career took off after I completed a Private Secretary certificate in college. From there, I started working for Standard Life. I was part of the team at Standard Life from 1983 to 1994, working my way up to Section Head of New Business Processing.

In between 1994 and 1997, I took some time away from work to have my two children. It was in in 1997 that I then joined the team at Wyre Investments and I’m now looking forward to developing my role within Acumen Financial Partnership.

I am in charge of all of the client liaison at our Pilling office where I’ll continue to be based and very much enjoy getting to speak to our clients on a daily basis. My day-to-day responsibilities involve all the administration and general running of the office.

In my spare time I play tennis for a local team, enjoy keeping fit, swimming and walking my dog.

Meet our other team members.

Alex Dunk Acumen

Independent Financial Adviser

Alex Dunk, BA (Hons) DipPFS

Meet Alex
Cathy Holme Acumen

Accounts Manager

Cathy Holme

Meet Cathy
Diane Livesey Acumen

Financial Planning Co-ordinator

Diane Livesey

Meet Diane
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