Acumen Financial Partnership, a financial firm based in West Lancashire, recently welcomed a new paraplanner to their team. This strategic move aims to enhance the support provided to the company’s financial advisers. The newly appointed paraplanner, Julie Cranny, brings with her a wealth of experience from her 15-year tenure at Charles Stanley Financial Partnership.

The significance of paraplanners in facilitating top-notch service for clients seeking unbiased financial advice, especially concerning pension matters, cannot be overstated. Angela Maher, the managing director at Acumen Financial Partnership, emphasized the pivotal role of the support staff in delivering exceptional advice that aligns with clients’ future financial planning goals.

Julie Cranny expressed her excitement about joining Acumen Financial Partnership, citing the company’s stellar reputation within the industry. She noted the opportune moment of her arrival, coinciding with the company’s relocation to new offices in Burscough and its expansion plans that include welcoming more team members.

In a recent development, Acumen Financial Partnership transitioned from its previous location in Maghull to a new establishment at Swordfish Business Park, off Higgins Lane. Additionally, the firm inaugurated an office in Liverpool to cater to its growing clientele and expanding operations.

For individuals seeking financial guidance from Acumen’s advisers, appointments can be scheduled by calling 0151 520 4353 or by visiting the company’s website. Acumen Financial Partnership also maintains an active presence on Twitter under the handle @AcumenF, offering insights and updates to its audience.

The addition of a new paraplanner underscores Acumen Financial Partnership’s commitment to bolstering its service capabilities and meeting the evolving needs of its clients. This strategic maneuver not only enhances the firm’s operational efficiency but also signals a phase of growth and transformation in line with its long-term vision for excellence in financial planning and advisory services.