RECORD GROWTH FOR NORTH WEST FINANCIAL FIRM AS IT PASSES £160M FUND MANAGEMENT MILESTONE

North West IFA Acumen Financial Partnership has announced record levels of growth after passing the £160m mark for funds under its management.

The West Lancashire firm has reached this milestone less than a year after the company broke the £100m barrier in terms of managed funds.

The sum of the funds currently managed accounts for an increase of around 60% in just over 12 months.

In the same period Acumen also hosted a successful financial planning forum and recruited two new staff members.

Acumen’s managing director Angela Maher said:

“Reaching this significant milestone comes at an important time for the business as we look to build for the long term.

“We have a close-knit, highly-skilled team which we hope to grow at all levels, while ensuring current staff members reach their full potential with Acumen.”

Jon Landy, director of Acumen Financial Partnership, said:

“The past year has been one of record growth for the business.

“From 2013 to 2016 the company increased its funds managed total by around £50m, so to better that in just one year is tremendous.

“Breaking the £160m barrier, in combination with this unprecedented level of growth, demonstrates a huge leap forward in terms of our business strength and direction.”

The Burscough-based company, which was founded in 2006, has over 900 active clients on its books, served by a 16-strong team of staff.

spot_imgspot_img

Latest

Best UK Football Betting Sites For 2024

Football is the UK's biggest and most popular sport....

Best Betting Sites UK for February 2024

It isn't an understatement when we say that the...

SureStore Unveils Groundbreaking Self-Storage Complex in Southport

SureStore is proud to present its latest venture, a...
spot_img

Subscribe to our newsletter

Business Lancashire will use the information you provide on this form to be in touch with you and to provide updates and marketing.

Don't miss

Best Betting Sites UK for February 2024

It isn't an understatement when we say that the...

Nearly Half of UK Men Ready to Swap Traditional Jobs for Content Creation, Despite Pay Cut

Recent insights from FATJOE's marketing specialists have illuminated a...

Entrepreneurial Virtuoso Shane Quigley Demystifies Wealth Creation in His Latest Work

In an environment where prevailing norms often act as...

Best UK Football Betting Sites For 2024

Football is the UK's biggest and most popular sport....

More News

Preston’s only windmill could be converted into an Airbnb

The last windmill in Preston may be turned into an Airbnb or a house share if planning permission is granted. Plunginton's grade-II listed building has...

Burnley’s Saira Hussain recognised as inspirational woman in STEM at the House of Lords.

The UK government commissioned Alison Rose Review of Female Entrepreneurship highlighted that women entrepreneurs are underrepresented in the most productive sectors of the UK economy, and...

Data shows more than a third of children are living in poverty in the Northwest

Greater Manchester Poverty Action and End Child Poverty Coalition have launched their annual statistics for the UK surrounding child poverty – with children living...