After graduating in 1981, I spent almost five years working with two of the UK’s major insurance companies, leaving to become an IFA in 1986.

I initially worked with a firm of solicitors and eventually joined a local firm of Insurance Brokers where I identified the need for quality financial advice presented in a clear, straightforward manner - an idea which I developed further when I established Acumen Financial Partnership in 2006.

I specialise in Investment, Tax Planning and Pensions for both private and business clients. I hold the Diploma of the Personal Finance Society and additional specialist qualifications in both Pensions and Lifetime Mortgages. I live in Aughton, West Lancashire with my husband and two sons.

You can email me at:
amaher@acumenonline.net

My early career was in the banking and building society industry, attaining the position of District Manager with the Nationwide Building Society, based in Ormskirk.

In 1990 I changed career direction and trained to be a financial adviser, and over the last 20 years I have become experienced in a wide range of services, in particular, investments, pensions, inheritance tax planning, and mortgages.

I am a member of The Personal Finance Society and hold their certificate in Financial Planning, and a further specialist qualification in Lifetime (equity release) mortgages.

I am married with two sons, and have lived in Aughton, West Lancashire, for the last 24 years.

You can email me at:
rmawdsley@acumenonline.net

After graduating from Sheffield University in 1997, I joined Barclays Bank Plc. I worked my way through a number of different roles before attaining the position of Financial Planning Manager advising clients on Investment, Pensions, and Protection, in the West Lancashire area.

I then moved to Potter and Minnis Ltd to further my career as an Independent Financial Adviser, spending four successful years at the firm.

The opportunity then arose to join the team at Acumen Financial Partnership. Upon meeting the team it was apparent that the company was forward thinking, ambitious, with a passion for providing good advice and provided an excellent platform for myself and my clients. Combine this with their excellent reputation and experience within the industry and it was an easy move to make.

I hold the Certificate in Financial Planning as well as the Certificate in Mortgage Advice, and have started to study for my advanced qualifications, hopefully leading to chartered status.

I offer advice over a wide range of areas, including Investments, Pensions, Protection and Mortgages, working closely with my clients to achieve their financial goals.

I live in Birkdale with my wife Katie and two little boys, Harry and Freddie, with whom I spend as much time as I possibly can! I am also a keen cyclist, golfer and armchair sports fan whenever I can be!

You can email me at:
jlandy@acumenonline.net

After graduating from Oxford University in 2005, I worked at a local Finance House where I gained an invaluable insight and personal interest in the Financial Services Industry before joining Acumen Financial Partnership Ltd as a trainee IFA in December 2007.

Since then I have worked my way through the Chartered Insurance Institute series of examination s to gain Certificates in both Financial Planning and Mortgage Advice. In addition to taking more specialist exams, I now plan to advance these qualifications to Diploma level and then to Chartered status thereafter. I offer advice on a range of financial issues and have gained experience work ing with a wide variety of clients addressing an array of different financial needs from mortgage advice to investments and savings as well as retirement planning, personal/business protection and personalised, holistic financial planning.

Our aim is to address any client need with clear solution in a personalised way. Indeed there is a real dedication to providing a friendly, transparent yet professional quality of service here at Acumen and a strong team work spirit. Together with a willingness to explore new business opportunities, this makes Acumen an exciting and dynamic place to work.

I live in Aughton in my family home and outside of work enjoy an active life socialising with friends, attending gym classes and spending time with my boyfriend and large family.

You can email me at:
jwilliams@acumenonline.net

I joined Acumen Financial Partnership the day it was established in 2006 and since then my administration role has expanded considerably as the company has grown so successfully.

My main responsibilites are producing the company accounts and preparation of Management Reports. I also deal with various contractors including IT support and I work very closely with Angela, overseeing the general office administration so as to ensure the smooth running of the company. Having had many years experience within the private and financial services industry I am pleased to be a member of such a highly motivated team.

I am a keen golfer, enjoy scuba diving, going to the theatre and entertaining friends and family at home.

You can email me at:
jrose@acumenonline.net

I joined Acumen in August 2006 as a member of the administration team.

As part of my role, I liaise with our Advisers arranging for comparative illustrations for a variety of investment, life assurance and pension plans and I also deal with the processing of many of the ISA, life assurance, pension and annuity applications we receive.

This also means that I take an active role in ensuring that our clients are kept up-to-date with the progress we are making for them - it will often be me that calls our clients to keep in touch and let them know that everything is progressing as it should be.

We are frequently able to negotiate better terms e.g. for annuities, so our clients benefit from the best rates available in the market. We have a streamlined process to achieve these improved results in the shortest time meaning that our clients get their payments with the minimum fuss.

We pride ourselves on the comprehensive service we offer and present the alternatives in a clear, easy to understand format and I have been actively involved in how Acumen has developed this aspect of our business.

I have passed the CII Financial Planning Certificate, Mortgage Advice and Lifetime Mortgage Activities examinations and am developing my knowledge further by studying for the CII Investment & Risk examination.

I’m married with one daughter and live in Southport.

You can email me at:
djameson@acumenonline.net

I joined Acumen in May 2006 having previously worked for a large Insurance Company where I had already gained valuable experience within a Financial Services and customer orientated environment.

Since starting at Acumen my role has developed considerably. I provide administrative support to the advisers -this includes gathering information of clients’ contracts and preparing illustrations and documents necessary for the client meeting.

I also specialise in the Wrap services we offer and provide the detailed administrative knowledge of the different Wrap options which our advisers need in addition to assisting them in the research needed before recommendations to clients are finalised.

Liaising with clients to arrange meetings, updates and provide valuations and any ongoing changes they may require is an increasingly important part of my job here. I also assist clients by providing support and guidance to help them make the most of the internet based services we can offer and also help to ensure that those clients who perhaps do not feel as comfortable with using the internet do not lose out.

I enjoy the team spirit of Acumen and feel I have learned a great deal here and continue to do so all the time. I enjoy the progression and development of my role and I am currently studying towards the Certificate in Financial Planning.

I live in Waterloo with my husband Simon and two young daughters Abbie and Emma and enjoy a busy family life getting together with the rest of the family as much as possible.

You can email me at:
cholme@acumenonline.net

After graduating from Sheffield University in 1995 I worked for Littlewoods and then moved to Swiss Life Insurance in Liverpool where I gained invaluable experience in both the financial services industry and in customer services.

I joined Acumen in 2007 and I have since gained the Certificate in Financial Planning and become a member of the Personal Finance Society.

I provide the support to enable our Financial Advisers to concentrate on client reviews and financial planning strategies. I liaise with clients, colleagues and product providers and deliver accurate and efficient administration of both paper and system based records and all compliance support material.

I produce client reports, conduct product research and work closely with the advisers to help plan the solution design for our clients' needs. I enjoy the strong team spirit at Acumen and the enthusiasm that everyone shares.

I live in Crosby with my husband and two young sons.

You can email me at:
cevans@acumenonline.net

I have been working in the financial services industry for over 20 years, initially for an Insurance Company and then for a local Independent Financial Adviser. I gained huge experience and knowledge of the industry during this time and I currently hold the Financial Planning Certificate Parts 1 & 2 with just the final component to complete so as to gain the CertPFS qualification.

I was thrilled to join Acumen and become part of a successful team. My role involves providing the advisers with a high-quality administration service pertaining to pension, investment and protection planning.

My duties include producing all the relevant paperwork for the client, obtaining illustrations, preparing portfolio valuations and client reports and processing new business. I also deal with queries from clients, advisers and colleagues, and keep up to date with industry and FSA legislation and product awareness.

I live in Crosby with my husband. In my spare time I enjoy going to the gym, cooking, entertaining family and friends and eating out.

You can email me at:
jmurphy@acumenonline.net