Financial expert acquires rival with £40m of funds under management

From left: Rebecca McCann; Angela Maher, Liz Warren and Jon Landy, and Trishna Modessa of Forbes Solicitors
West Lancashire-based independent financial adviser Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre. Acumen, founded in 2006 with its head office in Burscough, has completed the takeover of Wyre Investment and Financial Management, taking on two staff, 400 active clients and funds under management of around £40m. Angela Maher, founder of Acumen, said: “In the last two years Acumen has achieved record growth of over 60%. “This acquisition is ... For the full story register now for free or login below...