North West IFA Acumen Financial Partnership has broken the £250m funds under management (FUM) barrier.
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...
Six hours for a client report
700,000 transfers in 12 months
104 delegates attended
'Benefit from healthy cash levels'
Could be two months to complete payment