North West IFA firm hits FUM milestone and promotes Chartered planner

The west Lancashire firm, which has a team of 17 that includes eight qualified financial advisers, has also promoted Chartered financial planner Celia Evans (pictured, right), who has been at the firm since 2007. Earlier this year Evans achieved Chartered status and her new role will see compliance added to her existing areas of responsibility. Last November Acumen acquired Wyre Investment and Financial Management, which added £40m in assets under management and 400 active clients. Acumen director Jon Landy (pictured, left) said: "This latest milestone is significant and shows we a...