Mon - Fri. 9:00 - 17:00

Chartered Financial Planner

Mike Moore BA (Hons) APFS

Chartered Financial Planner

Mike Moore BA (Hons) APFS

Call: 0151 520 4353

Statement of Professional Standing

Meet Mike

After completing my Economics degree in 1995, I moved into Financial Services in 1997 with a large national Insurance company and gained invaluable experience at establishing and building client relationships whilst also developing my investment and technical knowledge. I always felt the direction of my career would lead me to the Independent advice sector and this proved the case when I joined a Southport IFA firm in 2001, focussing my technical skills and ongoing qualifications very much on the area of retirement advice and associated investment needs.

The opportunity arose to move to a Heswall IFA firm in 2005 with the main focus of my role being to develop and grow the retirement advice department including the at-retirement and group employee pension saving markets. I enjoyed working with some wonderful clients and developing long-standing relationships during the next 14 years but after the business was taken over in 2019 I took time to re-evaluate my future role and career. In 2021 I decided to leave, joining Acumen Financial Partnership – a firm I believe place a high value on the importance of client service and relationships and are a true independent advice firm.

The financial services industry can sometimes leave itself open to understandable criticism regarding overly technical jargon and detail but I pride myself on the fact that many clients have commented that I am able to explain matters in a way they can both understand and relate to. Managing client relationships and working for the client with a focus on their needs, goals and aspirations is an extremely important and satisfying part of my role.

I live in Crosby with my wife Emma and two children – Lottie and Jake who occupy a considerable amount of my spare time along with the family dog Lubo. Getting out and enjoying the local area including Crosby beach is a favourite past-time along with hitting the golf course when possible. A passionate Celtic FC supporter – I don’t get to as many games as I would like or used to many years back as family life has taken a priority in recent years – watching games on tv now has to satisfy this particular need.

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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