West Lancashire-based IFA Acumen Financial Partnership has expanded further north through the acquisition of Piling-based, Wyre Investment and Financial Management.
The deal will see Acumen, whose head office is in Burscough, take on two staff, 400 active clients and funds under management of around £40m. Angela Maher, who founded Acumen in 2006, said: "This acquisition...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced