Mon - Fri. 9:00 - 17:00

Trainee Financial Planning Co-Ordinator

Jill Taylor

Trainee Financial Planning Co-Ordinator

Jill Taylor

Call: 0151 520 4353

Meet Jill

I joined Acumen as a Trainee Financial Planning Coordinator at the end of 2021. I come from a banking background and previously worked for Barclays Bank for over 40 years – in fact that is where I first met Jon Landy, who also started his career with Barclays. I have always had an interest in the financial world and I’m looking forward to becoming part of the team at Acumen and learning new things.

I am married with two grown up children and two grandchildren. I enjoy tennis, socialising with friends and holidays.

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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