West Lancashire-based Acumen Financial Partnership has recruited Chartered Financial Planner Mike Moore as its 20th team member.
Mr Moore joins the Burscough-based business after working for a Heswall IFA where he specialised in retirement advice.
Angela Maher, managing director of Acumen which manages £300m of client investments, said: “Mike’s an experienced Chartered Financial Planner, who’s worked across the Liverpool city region, managing client relationships with a focus on their needs, goals and aspirations – which is at the heart of what we’ve been doing at Acumen since 2006.
“Mike’s credentials show the value he places on the importance of client service and relationships which make him the perfect fit for our business.”
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Mr Moore said: “Acumen is a true independent advice firm focusing on service, not targets, to help people plan for a long and happy retirement. The company has a very good reputation in the industry and with a close knit team of advisers and support staff there’s a real family feel to it.”
Acumen Financial Partnership is an IFA with offices in Burscough and Pilling. The firm was formed in 2006 and offers advice on a number of areas including Financial Planning, investment, life insurance, pensions, mortgages and equity release.
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